Client Relationship Banker | Financial Solutions Advisor

Bank of America; Lake Wales (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused teller in Lake Wales, FL to engage customers in the lobby, educate on self-service banking, and help process transactions accurately.

You will build relationships, handle cash responsibilities, and collaborate with specialists in small business, lending, and investments to meet clients' financial goals. The role requires weekend availability and adherence to regulations, with a strong focus on client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and intense focus on results
• Collaborates effectively to build relationships and get things done
• Confident in identifying solutions for new and existing clients based on their needs
• Learns and adapts to new information and technology platforms
• Educates clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile)
• Adheres to laws and regulations and follows established processes in daily activities

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

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree in Business/Finance

Associate's Degree in Business/Finance

Job description

Bank of America is seeking a client-focused teller in Lake Wales, FL to engage customers in the lobby, educate on self-service banking, and help process transactions accurately.

You will build relationships, handle cash responsibilities, and collaborate with specialists in small business, lending, and investments to meet clients' financial goals. The role requires weekend availability and adherence to regulations, with a strong focus on client experience.