Client Relationship Banker & Financial Solutions Advisor

Bank of America; Oak Park Heights (MN); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Minnesota's Oak Park Heights area is seeking an engaging Client Services Associate to welcome clients in the lobby and guide them through self-service options such as mobile, online banking, or ATM.

You will process cash transactions accurately, discuss financial goals, and connect clients to suitable solutions while upholding regulatory standards and delivering a positive client experience.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Capable of building relationships and delivering solutions.
• Strong communication skills and comfort with new technology platforms.
• Ability to learn and adapt to processes, policies and compliance.

Responsibilities

• Executes risk culture and drives operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Collaborates with experts in small business, lending and investments.
• Manages center traffic, appointments, and outbound calls.
• Grows client experience and cash responsibility handling.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America in Minnesota's Oak Park Heights area is seeking an engaging Client Services Associate to welcome clients in the lobby and guide them through self-service options such as mobile, online banking, or ATM.

You will process cash transactions accurately, discuss financial goals, and connect clients to suitable solutions while upholding regulatory standards and delivering a positive client experience.