Client Relationship & Banking Solutions Specialist

Bank of America; Fairfield (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking an energetic, client-centric team member for its financial center. The role involves educating clients, processing transactions via self-service options, and guiding customers to suitable financial solutions.

You will build trusted relationships, manage cash duties, and support a high-quality client experience in a busy branch environment. The position emphasizes compliance with laws, strong communication, and the ability to work flexible hours, including weekends as

Qualifications

• Self-starter with strong work ethic and results focus.
• Effective and confident communication with clients.
• Able to learn and adapt to new information and technology platforms.
• Six months of cash handling experience.
• Bachelor’s degree or business-related degree preferred.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Adaptability

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Experience Branding

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Acumen

Education

High School Diploma or equivalent

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America is seeking an energetic, client-centric team member for its financial center. The role involves educating clients, processing transactions via self-service options, and guiding customers to suitable financial solutions.

You will build trusted relationships, manage cash duties, and support a high-quality client experience in a busy branch environment. The position emphasizes compliance with laws, strong communication, and the ability to work flexible hours, including weekends as