Client Relationship Banker & Financial Solutions Advisor

Bank of America; Oak Park Heights (MN); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligibility

Paid time off

Job summary

Bank of America in Minnesota is seeking a customer-focused professional to assist clients in-branch with transactions and education on self-service channels. You will build relationships, process cash operations, and connect clients to financial solutions that meet their goals.

The role emphasizes compliance, operational excellence, and collaboration with experts across banking services, with regular weekend/extended hours and a strong client-centric culture.

Qualifications

• Minimum High School diploma or GED required.
• Bachelor's or business-related associate degree preferred.
• Experience in customer service and sales environments is a plus.

Responsibilities

• Engage clients in lobby and educate on self-service options.
• Process cash transactions accurately and efficiently.
• Maintain strong client relationships and identify financial needs.
• Follow processes and laws to ensure compliance and risk control.
• Handle center traffic, appointments, and outbound calls effectively.
• Grow knowledge by partnering with lending, investments, and small business experts.
• Support a positive client experience and cash responsibilities.

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

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America in Minnesota is seeking a customer-focused professional to assist clients in-branch with transactions and education on self-service channels. You will build relationships, process cash operations, and connect clients to financial solutions that meet their goals.

The role emphasizes compliance, operational excellence, and collaboration with experts across banking services, with regular weekend/extended hours and a strong client-centric culture.