Client Relationship Advisor

Bank of America Corporation; Florida; On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a client-focused banking professional to engage clients in lobby areas, educate them on self-service options, and assist with transactions. The role emphasizes building relationships to meet financial needs and guiding clients to suitable solutions.

The position requires strong communication, the ability to work weekends, and adherence to bank processes and regulatory guidelines while delivering an excellent client experience.

Qualifications

• Strong customer-focused sales approach aligned with client financial goals.
• Ability to work weekends and extend hours as needed.
• Familiarity with financial services products and client needs.

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 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 Communications

Problem Solving

Account Management

Client Branding

Client Management

Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in the United States is seeking a client-focused banking professional to engage clients in lobby areas, educate them on self-service options, and assist with transactions. The role emphasizes building relationships to meet financial needs and guiding clients to suitable solutions.

The position requires strong communication, the ability to work weekends, and adherence to bank processes and regulatory guidelines while delivering an excellent client experience.