Client Relationship Banker & Solutions Advisor

Bank of America; Phoenix (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring a Customer Service Associate to greet clients in the lobby, educate them on self-service banking options (mobile, online, ATM), and accurately process cash transactions. You will build relationships and guide clients toward solutions that help meet their financial goals.

The role requires enthusiastic, collaborative professionals who can work weekends and extended hours, with strong communication and adherence to laws and internal policies.

Qualifications

• Enthusiastic, self-motivated with a focus on client outcomes.
• Collaborates effectively to achieve results and build relationships.
• Passionate about delivering an experience that improves clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Able to educate clients on simple banking transactions via self-service tools.

Responsibilities

• Execute bank risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines to act in the client's and bank's best interest.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage lobby traffic, appointments, and outbound calls; drive client experience.

Skills

Strong work ethic

Client relationship building

Self-service banking knowledge

Effective communication

Time management

Adaptability

Problem solving

Education

Bachelor's degree or business-adjacent associate's degree

Job description

Bank of America is hiring a Customer Service Associate to greet clients in the lobby, educate them on self-service banking options (mobile, online, ATM), and accurately process cash transactions. You will build relationships and guide clients toward solutions that help meet their financial goals.

The role requires enthusiastic, collaborative professionals who can work weekends and extended hours, with strong communication and adherence to laws and internal policies.