Personal Banking Relationship Advisor

Bank of America Corporation; Florida; Sur place; USD 21 000 - 28 000; Plein temps

Résumé du poste

Bank of America is seeking a customer-facing team member to assist clients in the lobby with transactions via self-service resources and expert guidance. The role emphasizes accurate cash handling, building client relationships, and delivering a superior client experience on a 40-hour workweek.

You will engage clients to understand financial goals, educate on mobile/online banking, and connect them to appropriate banking solutions while adhering to policies and regulatory requirements.

Qualifications

• Capable of engaging clients in the lobby to educate and assist with transactions.
• Willing to work weekends or extended hours.
• Strong knowledge of cash handling and banking procedures.
• Ability to connect clients to solutions meeting financial goals.

Responsabilités

• 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

Connaissances

Self-starter

Relationship building

Communication

Problem solving

Time management

Cash handling

Team player

Formation

High School Diploma

Outils

POS systems

ATM platforms

Mobile banking

Description du poste

Bank of America is seeking a customer-facing team member to assist clients in the lobby with transactions via self-service resources and expert guidance. The role emphasizes accurate cash handling, building client relationships, and delivering a superior client experience on a 40-hour workweek.

You will engage clients to understand financial goals, educate on mobile/online banking, and connect them to appropriate banking solutions while adhering to policies and regulatory requirements.