Client Solutions Advisor: Banking & Cash

Bank of America; Reisterstown (MD); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Competitive compensation

Job summary

Bank of America is seeking an enthusiastic Client Services Associate to engage clients in the lobby and guide them through self-service banking options. You will process cash transactions, develop deep client conversations, and connect clients to suitable financial solutions with a strong emphasis on service quality.

Ideal candidates will excel at building relationships, collaborating across teams, and complying with laws and bank policies while delivering an outstanding client experience.

Qualifications

• Requires enthusiastic, self-driven attitude with strong work ethic and client-centric focus.
• Capable of building relationships and collaborating across teams to meet client needs.
• Proven ability to educate clients and guide them through self-service banking options.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect clients to suitable solutions.
• Build relationships with clients to contribute to financial needs and service quality.
• Manage center traffic, appointments, and outbound calls to enhance client experience.
• Adhere to laws and bank policies while delivering high-quality service.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree in business, management, finance or related field

Job description

Bank of America is seeking an enthusiastic Client Services Associate to engage clients in the lobby and guide them through self-service banking options. You will process cash transactions, develop deep client conversations, and connect clients to suitable financial solutions with a strong emphasis on service quality.

Ideal candidates will excel at building relationships, collaborating across teams, and complying with laws and bank policies while delivering an outstanding client experience.