Client Relationship Banking Advisor

Bank of America; Belleair Bluffs (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused associate to greet clients in the lobby and guide them to self-service options such as mobile and online banking. You will process cash transactions accurately and build rapport to understand clients’ financial priorities.

This role emphasizes relationship-building, adherence to laws and bank policies, and collaboration with specialists in lending, investments, and small business services.

Qualifications

• High school diploma or equivalent is required.
• Bachelor's or business-related degree preferred.
• Experience in financial services is a plus.

Responsibilities

• Greet clients in the lobby and educate on self-service resources (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Build relationships to understand clients' financial needs and connect to solutions.
• Follow processes and comply with laws and bank policies to do what is right for clients and the bank.
• Collaborate with experts in lending, investments, and small business to grow knowledge and network.
• Manage center traffic, appointments, and outbound calls to support the client experience.

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, or related field

High School Diploma / GED / Secondary School or equivalent

Business-relevant Associate's Degree

Job description

Bank of America in the United States is seeking a customer-focused associate to greet clients in the lobby and guide them to self-service options such as mobile and online banking. You will process cash transactions accurately and build rapport to understand clients’ financial priorities.

This role emphasizes relationship-building, adherence to laws and bank policies, and collaboration with specialists in lending, investments, and small business services.