Client Relationship Banking Advisor

Bank of America; Marco Island (FL); In loco; USD 38.000 - 48.000; Tempo pieno

Descrizione del lavoro

Bank of America is hiring a Customer Service Specialist to engage clients in the lobby, educate on self‑service banking, and process transactions accurately with cash handling responsibilities. You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in lending, investments, and small business to connect clients with the right solutions.

This role requires weekend and extended hours as needed and a commitment to delivering a consistently positive

Competenze

• High school diploma or GED required.
• Bachelor's Degree or business-relevant Associate’s Degree required or preferred according to the role.

Mansioni

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Conoscenze

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Client Solutions Advisory

Client Management

Business Acumen

Formazione

High School Diploma / GED

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

Descrizione del lavoro

Bank of America is hiring a Customer Service Specialist to engage clients in the lobby, educate on self‑service banking, and process transactions accurately with cash handling responsibilities. You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in lending, investments, and small business to connect clients with the right solutions.

This role requires weekend and extended hours as needed and a commitment to delivering a consistently positive