Client Relationship Banker — Growth & Solutions Pro

Bank of America; Lake Zurich (IL); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking an in-office customer service associate to engage clients in the lobby and assist with transactions through self-service channels like mobile, online banking, or ATM. You will process cash transactions and build deep client relationships to meet their financial goals.

The role requires strong communication, adaptability to new technology, and capability to work weekends or extended hours as needed.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Desire for experience in financial services and knowledge of financial products and solutions.
• One year of sales experience in a salary plus incentive environment with individual sales goals.

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, adhering to 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 effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking an in-office customer service associate to engage clients in the lobby and assist with transactions through self-service channels like mobile, online banking, or ATM. You will process cash transactions and build deep client relationships to meet their financial goals.

The role requires strong communication, adaptability to new technology, and capability to work weekends or extended hours as needed.