Client Experience & Relationship Advisor

Bank of America Corporation

Boca Raton (FL)

On-site

USD 21,000 - 30,000

Full time

5 days ago
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Job summary

Bank of America Corporation in Boca Raton is seeking a Client Service Associate to greet clients, educate them on self-service banking, and assist with transactions. You will manage cash and help connect customers to appropriate financial solutions.

The role emphasizes relationship-building, high-quality client interactions, and adherence to regulatory guidelines while supporting the in-office culture and growth opportunities.

Qualifications

  • Self-starter with a strong work ethic and focus on client needs.
  • Excellent communication and relationship-building skills.
  • Able to educate clients on self-service banking and digital tools.
  • Willingness to work weekends or extended hours as needed.
  • High School Diploma or GED required.

Responsibilities

  • Engages clients in the lobby to educate and assist with transactions.
  • Process cash transactions accurately and efficiently.
  • Builds relationships to meet clients’ financial needs.
  • Follow established guidelines and comply with laws and regulations.
  • Help clients navigate self-service channels (ATM, mobile/online banking).
  • Drive the client experience and contribute to Bank of America’s service standards.

Skills

Adaptability
Customer Focus
Oral Communications
Problem Solving
Client Experience
Relationship Building

Education

High School Diploma

Tools

Cash Handling

Job description

Bank of America Corporation in Boca Raton is seeking a Client Service Associate to greet clients, educate them on self-service banking, and assist with transactions. You will manage cash and help connect customers to appropriate financial solutions.

The role emphasizes relationship-building, high-quality client interactions, and adherence to regulatory guidelines while supporting the in-office culture and growth opportunities.

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