Relationship Banking Advisor

NBMBAA; Sarasota (FL); Presencial; USD 32 000 - 42 000; Tempo integral

Resumo da oferta

Bank of America in Sarasota, FL is seeking a client-focused individual to engage lobby clients, educate on self-service tools, and process transactions. You will build relationships, understand client priorities, and connect clients to suitable financial solutions.

Role requires strong communication, adaptability, and weekend/extended hours availability for coverage across locations. The position emphasizes delivering excellent client experiences, following regulatory guidelines, and

Qualificações

• Customer-focused with ability to educate clients and guide self-service transactions.
• Strong interpersonal skills to build relationships and consult with clients.

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 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

Formação académica

High School Diploma / GED / Secondary School or equivalent

Descrição da oferta de emprego

Bank of America in Sarasota, FL is seeking a client-focused individual to engage lobby clients, educate on self-service tools, and process transactions. You will build relationships, understand client priorities, and connect clients to suitable financial solutions.

Role requires strong communication, adaptability, and weekend/extended hours availability for coverage across locations. The position emphasizes delivering excellent client experiences, following regulatory guidelines, and