Personal Banking & Relationship Advisor

Bank of America Corporation; Florida; On-site; USD 21,000 - 26,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Teller to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role centers on building trusted client relationships and recognizing opportunities to support clients' financial goals.

You will support daily operations, manage cash, scheduling, and outbound calls, while following laws and bank policies.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Passion and drive to deliver a financial lives improvement for clients.
• Able to identify solutions for new and existing clients based on their needs.
• Excellent communication and confidence in engaging all clients.

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 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 or business-relevant Associate's Degree

Job description

Bank of America in the United States is seeking a Client Service Teller to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role centers on building trusted client relationships and recognizing opportunities to support clients' financial goals.

You will support daily operations, manage cash, scheduling, and outbound calls, while following laws and bank policies.