Relationship Banker & Financial Solutions Advisor

Bank of America; Lutz (FL); On-site; USD 38,000 - 56,000; Full time

Job summary

Bank of America in the United States seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions.

You will build relationships, follow compliant processes, and contribute to providing a superior client experience. Weekend/extended hours may be required, with opportunities to grow and learn within branch teams.

Qualifications

• Enthusiastic self-starter with a strong work ethic and focus on results serving client needs.
• Collaborates effectively to build and nurture client relationships.
• Confident in identifying solutions for clients based on their needs and educating on self-service banking.
• Learns and adapts to new information and technology platforms.
• Capable of working weekends and extended hours as needed.
• Experience in cash handling is beneficial.

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, adhering to laws and regulations.
• Grows business knowledge and network by partnering with banking experts.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Enthusiastic self-starter

Strong work ethic

Effective communication

Relationship building

Time management

Customer focus

Problem solving

Adaptability

Result oriented

Self-service banking education

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree (finance/business)

Job description

Bank of America in the United States seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions.

You will build relationships, follow compliant processes, and contribute to providing a superior client experience. Weekend/extended hours may be required, with opportunities to grow and learn within branch teams.