Client Solutions Advisor – Banking Relationships

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

Job summary

Bank of America in the United States is seeking a Client Service Specialist to educate clients and assist with transactions using self-service channels and tellers. You will conduct cash transactions accurately, engage in meaningful conversations to understand financial goals, and connect clients with suitable solutions.

The role emphasizes risk-aware operations, relationship-building, and delivering excellent client experiences across branch activities, including weekend hours and flexible

Qualifications

• Experience in financial services and knowledge of financial services industry
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

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 Communication

Problem Solving

Account Management

Client Experience

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Business/Finance Associate’s Degree

High School Diploma

Job description

Bank of America in the United States is seeking a Client Service Specialist to educate clients and assist with transactions using self-service channels and tellers. You will conduct cash transactions accurately, engage in meaningful conversations to understand financial goals, and connect clients with suitable solutions.

The role emphasizes risk-aware operations, relationship-building, and delivering excellent client experiences across branch activities, including weekend hours and flexible