Personalized Banking Representative

4 weeks ago


Tampa, Florida, United States Bank of America Full time

Job Description

Key Responsibilities:

  • Engage with clients in the lobby to educate and assist with conducting transactions using self-service resources such as mobile banking, online banking, or ATM.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients to meet their financial needs by having deep conversations to gain in-depth knowledge of their financial and life priorities.
  • Connect clients to solutions that meet their financial goals.
  • Execute the bank's risk culture and strive for operational excellence.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience.
  • Manage cash responsibilities.


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