Personal Banking & Client Solutions Specialist

Bank of America; Boca Raton (FL); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America’s financial center role centers on serving clients, uncovering personal banking needs, and connecting customers with specialists. You will deepen client relationships through platform services, support self-service activities, and provide exceptional care while handling outbound follow-ups.

The position emphasizes sales in a relationship-driven environment, strong communication, and the ability to work weekends or extended hours as needed, including potential locations within a

Qualifications

• Minimum of one year sales experience in a client-focused environment.
• Spanish language proficiency is required.
• Notary commission or ability to obtain within a few months.

Responsibilities

• Partner with teams to provide consumer and small business solutions and strategies.
• Educate clients on self-service transactions and digital tools.
• Optimize the client experience using available resources and processes.
• Follow established procedures for opening accounts and maintenance.
• Manage client interactions and comply with regulatory requirements.

Skills

Active Listening

Relationship Building

Sales Experience

Spanish

Communication

Problem Solving

Education

High School Diploma or GED

Associate/Bachelor preferred

Job description

Bank of America’s financial center role centers on serving clients, uncovering personal banking needs, and connecting customers with specialists. You will deepen client relationships through platform services, support self-service activities, and provide exceptional care while handling outbound follow-ups.

The position emphasizes sales in a relationship-driven environment, strong communication, and the ability to work weekends or extended hours as needed, including potential locations within a