Client Relationship Banker: Financial Solutions & Service

Bank of America; Farragut (TN); On-site; USD 32,000 - 38,000; Full time

Job summary

Bank of America is seeking aClient Services Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions as needed. You will build relationships, identify solutions, and connect clients to appropriate financial products and services.

The role emphasizes delivering a high-quality client experience, adherence to procedures and laws, and occasional weekend/extended hours at various centers to meet client needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build strong client relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on how to use self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving to meet client needs.
• Willing to work weekends or extended hours at any nearby financial center.

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 to do what is right for clients and the bank, complying with laws and regulations.
• Grows business knowledge and network 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

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking aClient Services Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions as needed. You will build relationships, identify solutions, and connect clients to appropriate financial products and services.

The role emphasizes delivering a high-quality client experience, adherence to procedures and laws, and occasional weekend/extended hours at various centers to meet client needs.