Personal Banking & Solutions Advisor

Bank of America; Merritt Island (FL); On-site; USD 38,000 - 47,000; Full time

Job summary

Bank of America is seeking a Retail Banking Associate in Merritt Island, FL to serve as the first contact for clients, uncover personal banking needs, and connect clients with specialists. You will deepen relationships through platform services, support self-service transactions, and provide exceptional client care.

Responsibilities include proactive outreach, follow-up routines, and delivering accurate service while adhering to regulatory requirements.

Qualifications

• At least 1 year of sales experience in a client-focused environment.
• Strong work ethic with results orientation.
• Excellent written and verbal communication.
• Ability to learn new information and adapt to change.
• Notary commission or ability to obtain in state within months of start date.
• Willingness to work weekends or extended hours.

Responsibilities

• Partner with teams to provide consumer and small business solutions and navigate client needs.
• Assist educates clients on self-service transactions and Digital tools.
• Leverage resources and processes to optimize client experience and accuracy.
• Adhere to processes, laws, and guidelines in daily activities (account opening, maintenance).
• Manage client interactions and comply with regulatory requirements.

Skills

Sales experience

Customer focus

Communication

Time management

Notary commission

Education

High School Diploma

Job description

Bank of America is seeking a Retail Banking Associate in Merritt Island, FL to serve as the first contact for clients, uncover personal banking needs, and connect clients with specialists. You will deepen relationships through platform services, support self-service transactions, and provide exceptional client care.

Responsibilities include proactive outreach, follow-up routines, and delivering accurate service while adhering to regulatory requirements.