Client Relationship & Solutions Banker

Bank of America; Westminster (CA); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment.

Responsibilities include cash handling, facilitating transactions, and ensuring compliance with applicable laws and bank policies while delivering a superior client experience across multiple centers.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on client outcomes.
• Ability to collaborate and build relationships across teams to meet client needs.
• Strong communication and adaptability to new information and platforms.
• Comfort educating clients on self-service banking and digital tools.

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 act in the best interest of clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and ensures service quality.
• Manages cash responsibilities.

Skills

Adaptability

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

Bachelor's Degree

Job description

Bank of America is hiring to support in-branch client education and transactions, with a focus on delivering personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment.

Responsibilities include cash handling, facilitating transactions, and ensuring compliance with applicable laws and bank policies while delivering a superior client experience across multiple centers.