Client Relationship Banker & Solutions Advisor

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

Job summary

Bank of America is hiring in the United States. The role involves greeting clients in the lobby, educating them on transactions via self-service tools, and processing cash as needed.

You will engage in meaningful conversations to understand clients' financial priorities and connect them to suitable solutions. Responsibilities include building client relationships, following compliant processes, and collaborating with specialists in small business, lending, and investments to grow the branch's

Qualifications

• Is enthusiastic and self-motivated with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client solutions.
• Passion and drive to improve clients' financial lives and experience.
• Ability to identify solutions for new and existing clients based on their needs.
• Clear and confident communication with clients.
• Willingness to learn new information and technology platforms.
• Able to educate clients on self-service banking options (ATM/online/mobile).
• Strong problem-solving and critical thinking to meet client needs.
• Adheres to laws and internal guidelines in daily activities.
• Demonstrates time management and capacity to handle workload.

Responsibilities

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

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Communication

Account Management

Client Solutions Advisory

Client Experience Branding

Prospecting

Pipeline Management

Referral Management

Sales Experience

Education

High School Diploma / GED

Bachelor's Degree / Associate in Business or Finance

Job description

Bank of America is hiring in the United States. The role involves greeting clients in the lobby, educating them on transactions via self-service tools, and processing cash as needed.

You will engage in meaningful conversations to understand clients' financial priorities and connect them to suitable solutions. Responsibilities include building client relationships, following compliant processes, and collaborating with specialists in small business, lending, and investments to grow the branch's