Relationship Banker & Client Solutions Advisor

Bank of America Corporation; Florida; On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused professional to engage customers in the lobby and assist with self-service transactions via mobile, online banking, or ATM. You will accurately handle cash, conduct in-depth client conversations, and connect clients with suitable financial solutions while maintaining strong adherence to policies and regulatory requirements.

The role emphasizes building relationships, expanding knowledge across small business, lending, and investments, and

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Experience in financial services and knowledge of financial services industry, products and solutions

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources
• Processes cash transactions accurately and efficiently when needed
• Builds relationships with clients to meet financial needs and connect them to solutions
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls to drive the client experience
• Adheres to established processes, laws, and regulations in daily activities

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

Associate’s Degree (business-related)

Job description

Bank of America Corporation is seeking a client-focused professional to engage customers in the lobby and assist with self-service transactions via mobile, online banking, or ATM. You will accurately handle cash, conduct in-depth client conversations, and connect clients with suitable financial solutions while maintaining strong adherence to policies and regulatory requirements.

The role emphasizes building relationships, expanding knowledge across small business, lending, and investments, and