Client Growth & Relationship Advisor

NBMBAA; Florida; On-site; USD 19,000 - 28,000; Full time

Job summary

Bank of America is seeking a customer service-oriented associate to engage clients in the lobby and educate them on self-service options such as mobile, online banking and ATM transactions.

The role involves processing cash transactions, building client relationships, and connecting clients to suitable financial solutions while adhering to legal and internal standards. Weekend/extended hours may be required.

Qualifications

• Customer service skills with a focus on client experience.
• Ability to explain banking products and services clearly.
• Comfort with self-service banking platforms (ATM, mobile/online).
• Knowledge of financial services environment and regulatory guidelines.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Cultivate relationships to meet client financial needs.
• Follow processes and guidelines in daily activities to ensure compliance.
• Grow knowledge by partnering with experts in lending, investments, and small business.
• Manage center traffic, appointments, and outbound calls.

Skills

Client Focus

Relationship Building

Communication

Problem Solving

Sales Awareness

Time Management

Adaptability

Education

High School Diploma / GED

Bachelor's Degree (preferred)

Job description

Bank of America is seeking a customer service-oriented associate to engage clients in the lobby and educate them on self-service options such as mobile, online banking and ATM transactions.

The role involves processing cash transactions, building client relationships, and connecting clients to suitable financial solutions while adhering to legal and internal standards. Weekend/extended hours may be required.