Client Relationship Banker: Elevate Clients’ Finances

Bank of America Corporation; Florida; On-site; USD 37,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, follow compliant processes, and collaborate with lending and investments experts to meet clients' financial goals.

Weekend/evening hours may be required; the role emphasizes client experience and operational excellence.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and client focus.
• Collaborates effectively to build relationships.
• Displays passion and drive to improve clients' financial lives.
• Able to identify solutions for client needs.
• Confident in communicating and engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking tools.
• Strong problem solving and time management.
• Adheres to laws and regulations.
• Willing to work weekends or extended hours.

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's right for clients and the bank
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• 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 / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, follow compliant processes, and collaborate with lending and investments experts to meet clients' financial goals.

Weekend/evening hours may be required; the role emphasizes client experience and operational excellence.