Client Relationship Banking Advisor

Bank of America

Florida

On-site

USD 22,000 - 30,000

Full time

3 hours ago
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Job summary

Bank of America is seeking associates to engage clients in the lobby, educate them on self‑service options, and process cash transactions with accuracy and care. You will build relationships to meet clients' financial needs while following established processes and regulatory guidelines.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours as needed across a local center.

Qualifications

  • Enthusiastic self-starter with a strong work ethic and results focus.
  • Collaborates effectively to build relationships and deliver client value.
  • Able to learn new information and technology platforms and educate clients on self‑service banking.

Responsibilities

  • Engages clients in the lobby to educate and assist with self‑service banking resources.
  • Processes cash transactions accurately and efficiently for clients.
  • Develops deep conversations to understand financial goals and connect clients to solutions.
  • Builds relationships to meet client needs and grows the client experience.
  • Manages center traffic, appointments, and outbound calls; adheres to laws and guidelines.

Skills

Adaptability
Business Acumen
Customer Focus
Oral Communications
Problem Solving
Relationship Building
Client Management
Client Solutions Advisory
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma or GED

Job description

Bank of America is seeking associates to engage clients in the lobby, educate them on self‑service options, and process cash transactions with accuracy and care. You will build relationships to meet clients' financial needs while following established processes and regulatory guidelines.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours as needed across a local center.

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