Senior Personal Banker - Client Solutions & Growth

Bank of America

Fort Lauderdale (FL)

On-site

USD 42,000 - 64,000

Full time

10 days ago

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Job summary

Bank of America in Fort Lauderdale seeks an energetic client service associate to serve as the first contact for financial-center clients, uncover personal banking needs, and offer suitable solutions. You will support self-service tools, conduct transactions, and guide clients to specialists as needed.

The role requires strong communication, relationship-building, and sales-oriented mindset, with weekend/extended hours as needed.

Qualifications

  • At least one year of sales experience in a client-focused environment.
  • Strong written and verbal communication skills; ability to engage clients in person or by phone.
  • Ability to learn new information, adapt to technology platforms, and handle changing circumstances.

Responsibilities

  • Serve as the first point of contact for financial center clients and uncover personal banking needs.
  • Guide clients to appropriate solutions and connect them with bank specialists as needed.
  • Educate clients on self-service options and assist with basic transactions.
  • Support operational excellence and accuracy by using available resources and processes.
  • Ensure compliance with established processes and regulatory requirements.

Skills

Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED

Tools

Microsoft Office

Job description

Bank of America in Fort Lauderdale seeks an energetic client service associate to serve as the first contact for financial-center clients, uncover personal banking needs, and offer suitable solutions. You will support self-service tools, conduct transactions, and guide clients to specialists as needed.

The role requires strong communication, relationship-building, and sales-oriented mindset, with weekend/extended hours as needed.

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