Client Relationship Advisor - Banking

Bank of America; Brandon (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a client-facing associate to educate and assist customers with transactions using self-service resources. You will process cash transactions accurately, and engage in meaningful conversations to understand clients' financial goals and life priorities, connecting them to solutions.

The role emphasizes risk culture, compliance, and the ability to build relationships with clients, while handling center traffic, appointments, and outbound calls to

Qualifications

• Enthusiastic self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Delivers an experience that improves our clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking options.
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to laws.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Weekend and/or extended hours availability within a reasonable distance.
• Bilingual-Spanish

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 in daily activities 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 and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking a client-facing associate to educate and assist customers with transactions using self-service resources. You will process cash transactions accurately, and engage in meaningful conversations to understand clients' financial goals and life priorities, connecting them to solutions.

The role emphasizes risk culture, compliance, and the ability to build relationships with clients, while handling center traffic, appointments, and outbound calls to