Client Relationship & Financial Solutions Advisor

Bank of America Corporation; Riverview (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America Corporation seeks a client-focused lobby associate to educate customers and guide them to self-service options like mobile and online banking. You will handle cash transactions accurately, engage deeply to understand clients' priorities, and connect them with solutions to meet financial goals.

You will build relationships, follow procedures, and collaborate with specialists in small business, lending, and investments.

Qualifications

• Experience in financial services industry or similar customer-facing roles is beneficial.
• Ability to communicate clearly and build client relationships.
• Understanding of banking products and client financial needs is helpful.

Responsibilities

• 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

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation seeks a client-focused lobby associate to educate customers and guide them to self-service options like mobile and online banking. You will handle cash transactions accurately, engage deeply to understand clients' priorities, and connect them with solutions to meet financial goals.

You will build relationships, follow procedures, and collaborate with specialists in small business, lending, and investments.