Client Solutions Advisor - Banking & Finance

NBMBAA; Florida; On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America in Florida seeks a client-focused teller to engage customers in the lobby, educate them on transactions, and process cash accurately. You will develop relationships, connect clients to banking solutions, and support self-service channels.

The role requires strong communication, problem-solving and adherence to policies, with flexibility to work weekends or extended hours as needed at multiple centers within a reasonable distance.

Qualifications

• Engages clients in the lobby to educate and assist with transactions.
• Delivers accurate cash handling and teller-assisted services.
• Identifies solutions for clients based on needs and goals.
• Educates clients on self-service banking options (ATM, online, mobile).
• Follows established processes, policies and regulatory guidelines.

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 and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate's Degree in business management/finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Florida seeks a client-focused teller to engage customers in the lobby, educate them on transactions, and process cash accurately. You will develop relationships, connect clients to banking solutions, and support self-service channels.

The role requires strong communication, problem-solving and adherence to policies, with flexibility to work weekends or extended hours as needed at multiple centers within a reasonable distance.