Client Experience Banking Advisor

Bank of America Corporation

Brandon (FL)

On-site

USD 25,000 - 33,000

Full time

3 days ago
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Job summary

Bank of America Corporation is hiring for a customer service-focused role in Florida. The position involves engaging clients in the lobby, educating them on self-service options, and accurately processing cash transactions while building lasting client relationships.

Successful candidates will work a 40-hour week in a first-shift schedule, with weekend/extended hours as needed. Prior cash handling or sales experience is valued, as is a strong commitment to compliance and client satisfaction.

Qualifications

  • Minimum education as stated: high school diploma or GED.
  • Bachelor’s or business-relevant associate degree is preferred for advancement.
  • Experience in financial services and knowledge of products and solutions is a plus.
  • One year of successful sales experience in a salary plus incentive environment with individual sales goals.

Responsibilities

  • Greet and educate clients in lobby about self-service options (mobile, online, ATM).
  • Process cash transactions accurately and efficiently for clients.
  • Build relationships to understand financial needs and connect clients with suitable solutions.
  • Follow bank processes and comply with laws and regulations in daily activities.
  • Manage center traffic, appointments, and follow up with clients to enhance experience.
  • Support client experience by collaborating with small business, lending and investments experts.

Skills

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America Corporation is hiring for a customer service-focused role in Florida. The position involves engaging clients in the lobby, educating them on self-service options, and accurately processing cash transactions while building lasting client relationships.

Successful candidates will work a 40-hour week in a first-shift schedule, with weekend/extended hours as needed. Prior cash handling or sales experience is valued, as is a strong commitment to compliance and client satisfaction.

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