Relationship Banker: Educate, Advise & Grow Clients

Bank of America Corporation; Lutz (FL); On-site; USD 34,000 - 46,000; Full time

Job summary

Bank of America in Florida is seeking a customer service-focused professional to educate clients on self-service options and process cash transactions accurately at the lobby. You will build relationships, follow bank processes, and connect clients to solutions that meet their goals.

Responsibilities include handling cash, guiding clients through digital tools, and maintaining strong knowledge of products while adhering to laws and regulations. Weekend and extended hours may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, in client's best interest
• Collaborates to build relationships and get things done
• Passion and drive to improve clients' financial lives
• Able to identify solutions for new and existing clients based on needs
• Effective communicator comfortable engaging all clients
• Able to learn and adapt to new information and technology platforms
• Confident educating clients on self-service banking (ATM/online/mobile)
• Strong critical thinking and problem-solving skills
• Adheres to established processes and regulations
• Efficient time and capacity management
• Willing to work weekends or extended hours at multiple centers within a reasonable distance

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources
• Accurately and efficiently processing cash transactions for clients
• Develops deep conversations to understand financial goals and connect clients to solutions
• Executes bank risk culture and strives for operational excellence
• Builds relationships to meet financial needs
• Follows processes and guidelines to act in clients' and bank's best interests
• Grows knowledge by collaborating with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

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 in Florida is seeking a customer service-focused professional to educate clients on self-service options and process cash transactions accurately at the lobby. You will build relationships, follow bank processes, and connect clients to solutions that meet their goals.

Responsibilities include handling cash, guiding clients through digital tools, and maintaining strong knowledge of products while adhering to laws and regulations. Weekend and extended hours may be required.