Client Experience Banking Advisor

Bank of America; Sarasota (FL); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and connect clients to financial solutions that fit their needs.

The role requires willingness to work weekends or extended hours and a strong commitment to compliance and excellent service. In-office presence and team collaboration are emphasized.

Qualifications

• Required Qualifications: Enthusiastic self-starter with strong work ethic and results focus; builds relationships and educates clients on self-service banking.
• Desires: experience in financial services; knowledge of financial products; ability to learn new platforms.

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Client Focus

Relationship Building

Sales Skills

Cash Handling

Communication

Time Management

Problem Solving

Adaptability

Teamwork

Self-service Knowledge

Education

High School Diploma

Bachelor's Degree

Associate's Degree

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and connect clients to financial solutions that fit their needs.

The role requires willingness to work weekends or extended hours and a strong commitment to compliance and excellent service. In-office presence and team collaboration are emphasized.