Relationship Banker: Client Finance Advisor

Bank of America; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client service professional to engage customers in-branch, educating on self-service options and processing transactions with accuracy.

The role focuses on understanding clients' financial priorities, building trust, and connecting them to suitable solutions, while supporting a compliant and welcoming in-branch experience. Weekend/extended hours may be required. 40 hours/week, in-office positions across Florida.

Qualifications

• Strong interpersonal and communication skills to engage clients
• Ability to learn and use banking self-service tools
• Willingness to work weekends or extended hours as needed
• Understanding of financial products and services a plus
• Commitment to a high standard of customer service and compliance

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions
• Process cash transactions accurately and efficiently
• Build relationships to identify financial needs and provide solutions
• Collaborate with specialists in small business, lending, and investments
• Manage center traffic, appointments, and outbound calls to support client experience
• Drive the client experience and uphold risk and regulatory standards
• Handle cash responsibilities with accuracy and accountability

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client service professional to engage customers in-branch, educating on self-service options and processing transactions with accuracy.

The role focuses on understanding clients' financial priorities, building trust, and connecting them to suitable solutions, while supporting a compliant and welcoming in-branch experience. Weekend/extended hours may be required. 40 hours/week, in-office positions across Florida.