Client Banking & Solutions Specialist

Bank of America; Milford (MA); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America in Milford, MA, is seeking a client-focused frontline associate to educate customers about self-service options and to accurately process cash transactions. You will engage deeply with clients to understand their financial priorities and connect them to appropriate solutions.

The role requires a strong work ethic, flexibility to work weekends, and collaboration with specialists in lending, investments, and small business. In-office with role-specific flexibility.

Qualifications

• Enthusiastic self-starter with strong work ethic and results-driven.
• Able to collaborate effectively and build lasting client relationships.
• Passionate about delivering an experience that improves clients’ financial lives.
• Capable of identifying client solutions based on needs.
• Clear, confident communication with diverse clients.
• Learn and adapt to new information and technology platforms.

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 to do what is right for clients and the bank, compliant with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Customer Focus

Communication

Problem Solving

Relationship Building

Sales Orientation

Time Management

Team Collaboration

Education

Bachelor's Degree or related Associate’s Degree in Business/Finance

High School Diploma or GED

Job description

Bank of America in Milford, MA, is seeking a client-focused frontline associate to educate customers about self-service options and to accurately process cash transactions. You will engage deeply with clients to understand their financial priorities and connect them to appropriate solutions.

The role requires a strong work ethic, flexibility to work weekends, and collaboration with specialists in lending, investments, and small business. In-office with role-specific flexibility.