Relationship Banking Advisor

Bank of America

Florida

On-site

USD 22,000 - 30,000

Full time

25 hours ago
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Job summary

Bank of America in Florida is seeking a client-focused bank associate to engage clients in the lobby, educate on self-service options, and process simple transactions with precision.

You will build relationships, manage cash, and support sales goals while adhering to laws and bank policies. Weekend hours and flexibility are required; full-time schedule is 40 hours per week at multiple centers.

Qualifications

  • Customer-focused approach with strong client engagement
  • Ability to learn and adapt to new information and technology platforms
  • Comfortable educating clients on self-service banking options
  • Leads with integrity, following laws and bank policies
  • Strong time management and capacity handling for cash duties

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 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

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

Job description

Bank of America in Florida is seeking a client-focused bank associate to engage clients in the lobby, educate on self-service options, and process simple transactions with precision.

You will build relationships, manage cash, and support sales goals while adhering to laws and bank policies. Weekend hours and flexibility are required; full-time schedule is 40 hours per week at multiple centers.

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