Client Relationship Banker & Solutions Advisor

National Black MBA Association; Ocala (FL); On-site; USD 30,000 - 42,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service banking, and assist with transactions. The role emphasizes deep conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include risk-aware operations, relationship building, and cash management while collaborating with experts across banking areas.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients.
• Clear, confident communication with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving to meet client needs.
• Follows established processes to act in clients' and bank's best interest.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes and guidelines to do what is right for clients and the bank, within laws and regulations.
• Grow knowledge by partnering with specialists in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience.
• Manage 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

High School Diploma / GED

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service banking, and assist with transactions. The role emphasizes deep conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include risk-aware operations, relationship building, and cash management while collaborating with experts across banking areas.