Client Relationship Advisor (Banking & Solutions)

Bank of America; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States seeks a client-focused team member to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs, connect clients with solutions, and support a culture of compliant, responsible growth.

The role requires strong communication, problem-solving, and a willingness to work weekends or extended hours across a network of financial centers.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships with clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on self-service banking transactions.

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 laws and regulations
• Grows business knowledge 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

Relationship Building

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a client-focused team member to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs, connect clients with solutions, and support a culture of compliant, responsible growth.

The role requires strong communication, problem-solving, and a willingness to work weekends or extended hours across a network of financial centers.