Client Relationship Banker – Banking Solutions

Sacbar; California (MO); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America is hiring for a Client Services Associate to engage customers in the lobby, educate on self-service options, and process transactions accurately. You will develop deep conversations to understand client priorities and connect them with appropriate solutions.

The role emphasizes relationship building, adherence to laws and policies, and collaboration with experts in lending, investments, and small business to support clients' financial goals.

Qualifications

• Minimum High School Diploma or GED.
• Willingness to learn and adapt to new technology platforms.
• Strong communication and client service skills.
• Ability to explain simple banking transactions and self-service tools.

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.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a Client Services Associate to engage customers in the lobby, educate on self-service options, and process transactions accurately. You will develop deep conversations to understand client priorities and connect them with appropriate solutions.

The role emphasizes relationship building, adherence to laws and policies, and collaboration with experts in lending, investments, and small business to support clients' financial goals.