Relationship Banker: Client Solutions Advisor

94-1687665 Bank of America, National Association; Florida; On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation in Florida is seeking a Customer Service Representative to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will develop in-depth knowledge of clients’ financial goals and connect them to suitable solutions.

You will follow established processes to serve clients within applicable laws, collaborate with specialists across lending and investments, and contribute to a positive client experience.

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree is preferred.
• High School Diploma / GED is required.
• One year of demonstrated successful sales experience in a salary plus incentive environment is desirable.

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 to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Management

Client Experience Branding

Client Solutions Advisory Relationship

Business Development Pipeline

Prospecting Referral Identification

Education

Bachelor's Degree or business-relevant Associate’s Degree

High School Diploma / GED

Job description

Bank of America Corporation in Florida is seeking a Customer Service Representative to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will develop in-depth knowledge of clients’ financial goals and connect them to suitable solutions.

You will follow established processes to serve clients within applicable laws, collaborate with specialists across lending and investments, and contribute to a positive client experience.