Client Relationship Banker — Personal Banking Expert

Bank of America; Philadelphia (Philadelphia County); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate at a financial center to greet clients, uncover personal banking needs, and connect them with the right specialists. You will support self-service transactions and guide clients through platform tools, while maintaining exceptional service standards.

The role emphasizes proactive outreach, relationship building, and accurate processing within regulatory guidelines. Weekend/extended hours may be required in various locations.

Qualifications

• Minimum 1 year demonstrated sales experience in a relationship-oriented environment.
• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients’ needs.
• Strong written and verbal communications skills.
• Able to engage all clients in person or by phone.
• Learns new information and adapts to technology platforms.
• Uses critical thinking to meet clients’ needs.
• Manages time and priorities across multiple tasks.
• Notary commission or ability to obtain within months.
• Weekend or extended hours availability.

Responsibilities

• Partners with teams to provide solutions and guidance for consumer and small business clients.
• Educates clients on self-service transactions and digital tools.
• Leverages resources to optimize client experience and accuracy.
• Follows processes, laws, and guidelines for day-to-day activities.
• Manages client interactions and adheres to regulatory requirements.

Skills

Active Listening

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

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Customer Service Associate at a financial center to greet clients, uncover personal banking needs, and connect them with the right specialists. You will support self-service transactions and guide clients through platform tools, while maintaining exceptional service standards.

The role emphasizes proactive outreach, relationship building, and accurate processing within regulatory guidelines. Weekend/extended hours may be required in various locations.