Client Experience Banking Advisor

Bank of America; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America Corporation is seeking a Customer Service Representative to engage clients in the lobby and guide them through self-service banking options. The role focuses on accurate cash handling, understanding client priorities, and connecting customers with suitable financial solutions.

The position requires strong communication, the ability to work weekends, and a customer-first mindset to enhance the client experience and drive responsible growth for the bank.

Qualifications

• Must be able to learn and use banking self-service channels (ATM, online/mobile banking)
• Strong interpersonal skills to educate and assist clients
• Ability to work weekends and extended hours as needed
• Experience in financial services and cash handling is a plus
• Bachelors degree or business-relevant degree preferred

Responsibilities

• Engage clients in the lobby to educate and assist with transactions
• Process cash transactions accurately and efficiently
• Grow client relationships by understanding financial needs and offering solutions
• Maintain compliance with laws and bank policies
• Schedule and manage center traffic, calls, and appointments
• Deliver a high-quality client experience through self-service education

Skills

Customer focus

Oral communication

Problem solving

Relationship building

Sales aptitude

Detail oriented

Time management

Adaptability

Education

High School Diploma / GED

Bachelor’s Degree or business-related degree

Job description

Bank of America Corporation is seeking a Customer Service Representative to engage clients in the lobby and guide them through self-service banking options. The role focuses on accurate cash handling, understanding client priorities, and connecting customers with suitable financial solutions.

The position requires strong communication, the ability to work weekends, and a customer-first mindset to enhance the client experience and drive responsible growth for the bank.