Relationship Banker: Client Advisor & Financial Solutions

NBMBAA; Florida; Vor Ort; USD 22.000 - 30.000; Vollzeit

Zusammenfassung

Bank of America is hiring a Client Services professional to engage clients in the lobby, educate on self-service options, and process transactions accurately. The role focuses on understanding clients' financial priorities and connecting them with suitable solutions.

Responsibilities include building client relationships, following established processes, managing cash, and driving the overall client experience across the financial center. Weekend/extended hours may be required.

Qualifikationen

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Able to educate clients on self-service banking solutions.
• Adheres to laws, regulations, and bank processes.

Aufgaben

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• 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.

Kenntnisse

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

Ausbildung

Bachelor's degree or business-relevant Associate's degree

High School Diploma / GED / Secondary School or equivalent

Jobbeschreibung

Bank of America is hiring a Client Services professional to engage clients in the lobby, educate on self-service options, and process transactions accurately. The role focuses on understanding clients' financial priorities and connecting them with suitable solutions.

Responsibilities include building client relationships, following established processes, managing cash, and driving the overall client experience across the financial center. Weekend/extended hours may be required.