Client Banking & Solutions Advisor

Bank of America; Southampton Township (PA); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-facing associate to assist clients in the lobby, educate on self-service options, and process cash transactions with accuracy. You will connect clients to banking solutions and grow relationships while meeting safety and compliance standards.

You will build rapport with customers, schedule appointments, and support outbound contact efforts. This role requires strong problem-solving, reliability, and a service-driven mindset.

Qualifications

• High School Diploma or GED is required.
• One year of demonstrated successful sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor's degree in business-related field preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Customer Focus

Communication

Problem Solving

Relationship Building

Adaptability

Sales Mindset

Education

High School Diploma or GED

Job description

Bank of America is seeking a customer-facing associate to assist clients in the lobby, educate on self-service options, and process cash transactions with accuracy. You will connect clients to banking solutions and grow relationships while meeting safety and compliance standards.

You will build rapport with customers, schedule appointments, and support outbound contact efforts. This role requires strong problem-solving, reliability, and a service-driven mindset.