Relationship Banking Advisor

Bank of America; Florida; Sur place; USD 31 000 - 36 000; Plein temps

Résumé du poste

Bank of America Corporation is seeking a client‑facing associate to engage customers in the lobby and educate them on self‑service options like mobile, online banking, and ATM transactions. You will process cash and conduct in‑person conversations to understand clients’ financial goals.

Responsibilities include building client relationships, following compliant processes, and collaborating with experts across lending, small business, and investments to meet client needs.

Qualifications

• This position requires enthusiasm, motivation, and a client‑centric approach with focus on results.
• Collaborates effectively to build relationships and deliver financial solutions.
• Demonstrates passion and drive to improve clients' financial lives and experiences.
• Capable of identifying solutions for new and existing clients based on needs.
• Communicates confidently and is comfortable engaging all clients.
• Learns new information and technology platforms quickly.
• Educates clients on self‑service banking via ATM, online and mobile channels.
• Applies critical thinking and problem‑solving to meet client needs.

Responsabilités

• Executes the bank's risk culture and strives for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes and guidelines, complying with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and enhances satisfaction.
• Manages cash responsibilities.

Connaissances

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

Formation

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America Corporation is seeking a client‑facing associate to engage customers in the lobby and educate them on self‑service options like mobile, online banking, and ATM transactions. You will process cash and conduct in‑person conversations to understand clients’ financial goals.

Responsibilities include building client relationships, following compliant processes, and collaborating with experts across lending, small business, and investments to meet client needs.