Client Experience & Banking Advisor

Bank of America; Miami Beach (FL); On-site; USD 52,000 - 70,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate on self-service options, and process cash transactions. The role focuses on delivering excellent client experiences and identifying financial solutions for customers.

Responsibilities include handling cash, managing center traffic, and partnering with experts in lending and investments to meet clients' goals. Flexible scheduling may be required.

Qualifications

• Engages customers with a friendly, helpful attitude and strong client service mindset.
• Ability to learn and explain self-service banking options (ATM, mobile/online banking).
• Demonstrates effective communication and relationship-building skills.
• Strong problem-solving and critical-thinking abilities to meet client needs.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Executes cash transactions accurately and efficiently for clients.
• Builds relationships to understand financial needs and connect to solutions.
• Follows processes and regulations in daily activities to serve clients and the bank.
• Drives the client experience and manages center traffic and appointments.
• Manages cash responsibilities and supports outbound calls when appropriate.
• Grows knowledge by partnering with lending, investments, and small business experts.

Skills

Client Focus

Relationship Building

Communication

Problem Solving

Adaptability

Time Management

Education

High School Diploma / GED

Bachelor's Degree in Business or Finance (preferred)

Job description

Bank of America is hiring to engage clients in the lobby, educate on self-service options, and process cash transactions. The role focuses on delivering excellent client experiences and identifying financial solutions for customers.

Responsibilities include handling cash, managing center traffic, and partnering with experts in lending and investments to meet clients' goals. Flexible scheduling may be required.