Client Experience & Solutions Banker

Bank Of America; Plano (AL); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will connect clients to solutions that support their financial goals while upholding bank policies and risk controls.

The role emphasizes building relationships, partnering with experts across lending and investments, and delivering a positive client experience.

Qualifications

• Minimum education: High School Diploma or GED.
• Bachelor's Degree or business-related Associate degree preferred.
• Excellent communication and problem-solving abilities.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows knowledge by partnering with lending, investments, and small business experts.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree or related Associate

Job description

Bank of America in the United States is seeking a Client Service Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will connect clients to solutions that support their financial goals while upholding bank policies and risk controls.

The role emphasizes building relationships, partnering with experts across lending and investments, and delivering a positive client experience.