Client Relationship Banker – Growth & Solutions

Bank of America Corporation; Lansdale (Montgomery County); On-site; USD 32,000 - 48,000; Full time

Job summary

Bank of America Corporation is seeking an energized Customer Service Associate to educate clients in lobby operations and assist with self-service banking. You will handle cash transactions, build relationships, and connect clients with financial solutions while following regulatory guidelines.

The role emphasizes in-person client engagement, teamwork, and a strong focus on delivering excellent customer experiences across all channels.

Qualifications

• Candidates should be enthusiastic self-starters with a strong work ethic and client focus.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking options (ATM, online, mobile).
• Strong time management to handle cash, appointments, and inquiries within guidelines.
• Willingness to work weekends or extended hours as needed and within reasonable distance.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions for clients as needed.
• Develop deep conversations to understand client priorities and connect to solutions.
• Build relationships to meet clients’ financial needs and grow business knowledge.
• Follow established processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls effectively.
• Drive the client experience and handle cash responsibilities.

Skills

Customer Focus

Relationship Building

Communication

Problem Solving

Time Management

Sales Orientation

Adaptability

Client Experience

Education

High School Diploma

Bachelor’s or related Associate’s Degree

Job description

Bank of America Corporation is seeking an energized Customer Service Associate to educate clients in lobby operations and assist with self-service banking. You will handle cash transactions, build relationships, and connect clients with financial solutions while following regulatory guidelines.

The role emphasizes in-person client engagement, teamwork, and a strong focus on delivering excellent customer experiences across all channels.