Relationship Banker: Client Solutions Advocate

Bank of America Corporation; Florida; On-site; USD 50,000 - 68,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate and assist with transactions via self-service resources, and accurately process cash transactions. The role focuses on deep conversations to understand financial goals and connecting clients to suitable solutions.

Strong customer service and compliance are essential. Qualified candidates will build relationships, follow processes, and collaborate with experts in lending, investments, and small business services to grow client

Qualifications

• High school diploma / GED or equivalent (minimum education)
• Bachelor's or business-relevant associate degree preferred
• Strong interpersonal and communication skills with a focus on client service

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 business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer 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 Administration/Finance)

Job description

Bank of America is hiring to engage clients in the lobby, educate and assist with transactions via self-service resources, and accurately process cash transactions. The role focuses on deep conversations to understand financial goals and connecting clients to suitable solutions.

Strong customer service and compliance are essential. Qualified candidates will build relationships, follow processes, and collaborate with experts in lending, investments, and small business services to grow client