Strategic Client Banking Advisor

Bank of America; Jacksonville (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to be the first point of contact for financial center clients, uncover personal banking needs, and connect them to specialists. You will deepen relationships through platform services, support self-service activities, and ensure exceptional client care.

Responsibilities include guiding clients in transactions, opening accounts, and maintaining accuracy while complying with regulations.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for helping new and existing clients based on their needs
• Strong written and verbal communications skills

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

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 or GED

Associate's Degree or Bachelor's Degree in business, finance

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused professional to be the first point of contact for financial center clients, uncover personal banking needs, and connect them to specialists. You will deepen relationships through platform services, support self-service activities, and ensure exceptional client care.

Responsibilities include guiding clients in transactions, opening accounts, and maintaining accuracy while complying with regulations.