Relationship Banker & Financial Solutions Advisor

NBMBAA; Orlando (FL); Presencial; USD 25.000 - 29.000; Tempo integral

Resumo da vaga

Bank of America is seeking a customer-focused team member to educate clients in-branch and assist with transactions using self-service options. You will process cash, engage in meaningful conversations to understand priorities, and connect clients with suitable financial solutions.

We value collaboration, adherence to laws, and a strong work ethic. The role requires weekend/extended hours and bilingual English/Spanish capabilities, with opportunities for growth within a supportive, in-office

Qualificações

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Communicates effectively and confidently and is comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Bilingual in English and Spanish Required

Responsabilidades

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network 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

Conhecimentos

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

Formação

High School Diploma

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

Descrição da vaga

Bank of America is seeking a customer-focused team member to educate clients in-branch and assist with transactions using self-service options. You will process cash, engage in meaningful conversations to understand priorities, and connect clients with suitable financial solutions.

We value collaboration, adherence to laws, and a strong work ethic. The role requires weekend/extended hours and bilingual English/Spanish capabilities, with opportunities for growth within a supportive, in-office