Client Experience Banking Advisor

Bank of America; Saint Petersburg (FL); On-site; USD 23,000 - 30,000; Full time

Job summary

Bank of America in Saint Petersburg, FL is seeking a client-focused Financial Center Associate to welcome clients in the lobby, educate them on self‑service options, and accurately process cash transactions. You will build trusted relationships, follow established policies, and partner with specialists to connect customers with the right banking solutions while supporting the bank's goals and delivering a great client experience.

Some weekend or extended hours may be required.

Qualifications

• High School Diploma or GED required.
• Bachelor's Degree or business‑relevant Associate’s Degree preferred.
• Experience in financial services and cash handling is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

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 in Saint Petersburg, FL is seeking a client-focused Financial Center Associate to welcome clients in the lobby, educate them on self‑service options, and accurately process cash transactions. You will build trusted relationships, follow established policies, and partner with specialists to connect customers with the right banking solutions while supporting the bank's goals and delivering a great client experience.

Some weekend or extended hours may be required.