Client Relationship Advisor - Banking & Financial Solutions

Bank of America; Fort Lauderdale (FL); On-site; USD 21,000 - 25,000; Full time

Job summary

Bank of America Corporation in Fort Lauderdale seeks a customer-focused team member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately.

You will build relationships, follow procedures, manage cash and appointments, and connect clients to solutions. Weekend and extended hours may be required; a positive attitude and strong communication skills are essential.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Excellent collaboration and relationship-building skills.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for client needs.
• Ability to learn new information and technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to act in clients' and the bank's best interest, adhering to laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

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 equivalent

Job description

Bank of America Corporation in Fort Lauderdale seeks a customer-focused team member to engage clients in the lobby, educate on self-service options, and process cash transactions accurately.

You will build relationships, follow procedures, manage cash and appointments, and connect clients to solutions. Weekend and extended hours may be required; a positive attitude and strong communication skills are essential.