Client Solutions Advisor - Relationship Banker

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

Job summary

Bank of America is seeking a client-focused team member to engage lobby clients and educate them on self-service banking options. You will accurately process cash transactions and identify opportunities to meet clients' financial goals.

Build relationships, follow procedures, and ensure compliance while supporting branch operations. Weekend availability and a willingness to work extended hours may be required; a degree is a plus.

Qualifications

• Self-starter with a strong work ethic and results-driven mindset.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on self-service banking options.
• Flexible to work weekends or extended hours as needed.
• Experience in financial services is a plus.

Responsibilities

• Engage clients in the lobby and educate on self-service resources.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand client priorities and connect to solutions.
• Build relationships to meet clients' financial needs and goals.
• Follow established processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Communication

Customer Focus

Relationship Building

Sales Mindset

Problem Solving

Time Management

Client Management

Account Management

Pipeline Management

Prospecting

Referral Identification

Education

Bachelor’s degree or business relevant associate degree

Job description

Bank of America is seeking a client-focused team member to engage lobby clients and educate them on self-service banking options. You will accurately process cash transactions and identify opportunities to meet clients' financial goals.

Build relationships, follow procedures, and ensure compliance while supporting branch operations. Weekend availability and a willingness to work extended hours may be required; a degree is a plus.