Senior Client Banking Advisor

Bank of America Corporation; Ocala (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation in Florida is seeking a client service professional to be the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists to deepen relationships.

Responsibilities include supporting self-service transactions, maintaining strong client care, and ensuring compliant, accurate service. Weekend and extended hours may be required.

Qualifications

• One year of sales experience in a client-centered environment.
• Strong written and verbal communication skills.
• Willing to work weekends and extended hours as required.
• Notary commission within a few months of starting is expected in this role.

Responsibilities

• Partners with teams to provide consumer and small business solutions and guide clients to appropriate specialists.
• Educates and trains clients on self-service transactions.
• Leverages resources to optimize the client experience and ensure accuracy and compliance.
• Performs day-to-day banking activities such as opening and maintaining accounts while adhering to regulations.

Skills

Sales experience

Customer service

Communication

Notary

Education

High School Diploma or GED

Job description

Bank of America Corporation in Florida is seeking a client service professional to be the first point of contact for financial center clients. You will uncover personal banking needs, offer solutions, and connect clients to specialists to deepen relationships.

Responsibilities include supporting self-service transactions, maintaining strong client care, and ensuring compliant, accurate service. Weekend and extended hours may be required.