Senior Client Banking Advisor

Bank of America Corporation

Jacksonville (FL)

Vor Ort

USD 42.000 - 60.000

Vollzeit

Vor 3 Tagen

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Zusammenfassung

Bank of America in Jacksonville, FL is seeking a customer-focused professional to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients with specialists. You will support self-service and transactional activities while delivering exceptional client care.

The role emphasizes outbound outreach, relationship building, and compliance with banking regulations.

Qualifikationen

Minimum of one year demonstrated sales experience in a client-centric environment.
Bilingual in English and Spanish.
Willing to obtain notary commission within months of start date.
Ability to work weekends/extended hours.
Strong written and verbal communication and problem-solving skills.

Aufgaben

Partner with teams to provide consumer and small business solutions, and guide clients in navigating their priorities.
Educate and train clients on self-service transactions.
Leverage available resources to optimize the client experience and ensure operational excellence.
Adhere to processes, laws, and guidelines in opening accounts and digital shopping.
Manage client interactions and determine best actions for the bank and clients, complying with regulatory requirements.

Kenntnisse

Active Listening

Relationship Building

Sales Experience

Bilingual English/Spanish

Communication Skills

Time Management

Notary/Compliance

Ausbildung

High School Diploma / GED

Associate's or Bachelor's in business/finance

Jobbeschreibung