Client Solutions Advisor – Banking & Growth

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

Job summary

Bank of America in Stamford, CT is seeking a friendly, customer-focused associate to greet clients and guide them through self-service transactions using mobile, online banking, or ATMs. You will accurately process cash and engage clients to understand their financial goals.

The role emphasizes risk culture, operational excellence, and strong relationship building with colleagues across small business, lending, and investments.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Able to build relationships and collaborate across teams.
• Confident in identifying client solutions based on needs.
• Strong communication and comfortable engaging all clients.
• Willing to work weekends and extended hours and travel to any financial center location within reasonable distance.

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

Business Acumen

Customer 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 or GED

Job description

Bank of America in Stamford, CT is seeking a friendly, customer-focused associate to greet clients and guide them through self-service transactions using mobile, online banking, or ATMs. You will accurately process cash and engage clients to understand their financial goals.

The role emphasizes risk culture, operational excellence, and strong relationship building with colleagues across small business, lending, and investments.