Client Relationship Banker

Bank of America; Lynnwood (WA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in the United States seeks a frontline Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships through platform services and support self-service transactions, delivering exceptional client care.

Responsibilities include assisting with account openings/maintenance and adhering to regulatory requirements.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Self-starter with a strong work ethic and results-driven mindset.
• Able to communicate effectively with clients in-person and by phone.
• Notary commission either obtained or able to be obtained within months.

Responsibilities

• Provide consumer and small business solutions and guidance to clients.
• Educate clients on self-service transactions and digital tools.
• Leverage resources to optimize the client experience and accuracy.
• Open and maintain accounts, following processes and regulatory requirements.

Skills

Active Listening

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Education

High School Diploma / GED

Associate's or Bachelor's Degree

Tools

Microsoft Office

Job description

Bank of America in the United States seeks a frontline Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect clients to specialists. You will deepen client relationships through platform services and support self-service transactions, delivering exceptional client care.

Responsibilities include assisting with account openings/maintenance and adhering to regulatory requirements.