Client-Focused Banking Specialist

Bank of America; Miami (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Miami seeks an engaging, results-driven client service advocate to help customers conduct transactions and build lasting relationships. You will educate clients on self-service banking options, process cash transactions accurately, and connect clients to solutions that meet their financial goals.

The role emphasizes deep client conversations, adherence to laws and guidelines, and collaboration with specialists across lending, investments, and small business teams to grow

Qualifications

• Must be a current Year Up Intern.
• Enthusiastic self-starter with a strong work ethic and results focus.
• Ability to build relationships and collaborate across teams.
• Comfortable educating clients on self-service banking technologies.
• Follows established processes and adheres to laws and policies.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Collaborates with experts in small business, lending, and investments to grow knowledge.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and satisfaction.
• Manages cash responsibilities in daily operations.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor's Degree or Associate’s Degree

Job description

Bank of America in Miami seeks an engaging, results-driven client service advocate to help customers conduct transactions and build lasting relationships. You will educate clients on self-service banking options, process cash transactions accurately, and connect clients to solutions that meet their financial goals.

The role emphasizes deep client conversations, adherence to laws and guidelines, and collaboration with specialists across lending, investments, and small business teams to grow