Client Relationship Banking Advisor

NBMBAA; Kissimmee (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client services associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships, follow procedures, and collaborate with experts to meet financial goals, including weekends possible.

The role emphasizes service quality, compliant practices, and customer experience, with a 40-hour work week.

Qualifications

• Demonstrates strong work ethic and results-driven attitude.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on self-service transactions.
• Skilled in identifying solutions for client needs.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Processes cash transactions accurately for clients.
• Builds relationships to meet client financial needs and goals.
• Drives client experience and adheres to laws/regulations.
• Manages center traffic, appointments, and outbound calls.

Skills

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Adaptability

Account Management

Client Experience Branding

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree

Tools

Self-service banking platforms

ATM/online/mobile banking interfaces

Job description

Bank of America in the United States is seeking a client services associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will build relationships, follow procedures, and collaborate with experts to meet financial goals, including weekends possible.

The role emphasizes service quality, compliant practices, and customer experience, with a 40-hour work week.