Client Solutions Advisor

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

Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service banking, and assist with transactions. You will process cash transactions accurately and connect clients with suitable financial solutions.

The role emphasizes relationship building, adherence to laws, and collaboration with experts in lending and investments to meet clients' financial goals.

Qualifications

• Bachelor's degree or business-related Associate’s Degree such as business management, business administration or finance.
• Experience working with customers and handling transactions is preferred.
• Strong communication and problem-solving skills are essential.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently processes cash transactions for clients.
• Builds relationships to meet clients' financial needs and connects them to relevant solutions.
• Grows knowledge by collaborating with experts in small business, lending, and investments.

Skills

Enthusiastic self-starter

Strong work ethic

Relationship building

Client focus

Effective communication

Adaptability

Problem solving

Time management

Education

Bachelor's degree

Associate's degree (business/finance)

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service banking, and assist with transactions. You will process cash transactions accurately and connect clients with suitable financial solutions.

The role emphasizes relationship building, adherence to laws, and collaboration with experts in lending and investments to meet clients' financial goals.