Client Relationship Advisor - Banking

Bank of America; Orlando (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in Orlando, FL seeks a full-time Financial Center Associate to educate clients on self-service banking options and process cash transactions with accuracy and care. You will build relationships to understand financial needs and connect clients to suitable solutions in partnership with lending and investments experts.

The role emphasizes strong customer service, adherence to regulatory guidelines, and flexibility to work weekends or extended hours as needed within multiple

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and drive client outcomes.
• Capable of educating clients on self-service banking transactions and digital platforms.
• Demonstrates critical thinking and problem-solving to meet client needs and adhere to regulations.
• Willing to work weekends/extended hours as needed within a public banking environment.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources (mobile/online banking, ATM).
• Processes cash transactions accurately and efficiently.
• Builds relationships to understand financial needs and connects clients to suitable solutions.
• Partners with specialists in small business, lending, and investments to grow business.
• Manages center traffic, appointments, and outbound calls; drives the client experience.

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree in Business/Finance (Desirable)

Job description

Bank of America in Orlando, FL seeks a full-time Financial Center Associate to educate clients on self-service banking options and process cash transactions with accuracy and care. You will build relationships to understand financial needs and connect clients to suitable solutions in partnership with lending and investments experts.

The role emphasizes strong customer service, adherence to regulatory guidelines, and flexibility to work weekends or extended hours as needed within multiple