Personal Banking Advisor

Bank of America Corporation; Orlando (FL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in Orlando is seeking a client-focused banking associate to engage lobby clients, educate them on self-service banking, and accurately process cash transactions.

You will build relationships, follow established processes and laws, partner with experts in small business, lending and investments, and strive to deliver an outstanding client experience, including weekend or extended hours as needed.

This role requires a high school diploma and a willingness to learn our digital tools.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.
• Able to identify solutions for new/existing clients.
• Communicates confidently with all clients.
• Learns and adapts to new information and tech platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Follows established processes and regulations; manages time and hours.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients’ and the bank’s best interest, per laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• 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

High School Diploma

Bachelor’s Degree

Associate’s Degree

Job description

Bank of America in Orlando is seeking a client-focused banking associate to engage lobby clients, educate them on self-service banking, and accurately process cash transactions.

You will build relationships, follow established processes and laws, partner with experts in small business, lending and investments, and strive to deliver an outstanding client experience, including weekend or extended hours as needed.

This role requires a high school diploma and a willingness to learn our digital tools.