Client Solutions Advisor – Banking & Growth

Bank of America; Florida; On-site; USD 34,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused role to engage customers in the lobby, guide self-service transactions, and accurately process cash needs. You will build relationships, explore clients' financial goals, and connect them to appropriate solutions while ensuring compliance and excellent service.

The position requires strong communication in English and Spanish, ability to work weekends, and flexibility across locations to meet customer demand.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• English and Spanish Language Required

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

Self-starter

Relationship-building

Client-focused

Effective communication

Adaptability

Digital banking

Spanish language

Problem-solving

Time management

Sales orientation

Education

High School diploma

Bachelor's degree

Associate degree

Job description

Bank of America is seeking a client-focused role to engage customers in the lobby, guide self-service transactions, and accurately process cash needs. You will build relationships, explore clients' financial goals, and connect them to appropriate solutions while ensuring compliance and excellent service.

The position requires strong communication in English and Spanish, ability to work weekends, and flexibility across locations to meet customer demand.