Client Solutions Advisor - Relationship Banker

Bank of America; West Chester (Chester County); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America is hiring for a client associate role focused on engaging clients in the lobby, educating them on self-service banking options, and processing cash transactions accurately. You will build relationships to meet financial needs and guide clients toward suitable solutions.

This in-office position requires strong communication, problem-solving, and a commitment to delivering excellent client experiences while adhering to all laws and bank policies.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Ability to collaborate to achieve client goals and build relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Effective and confident communication with all clients.
• Willingness to learn and adapt to new information and platforms.
• Educate clients on basic self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving to meet client needs.
• Adhere to processes and regulations in daily activities.

Responsibilities

• Engages clients in lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Conducts in-depth conversations to understand financial goals and connect clients to solutions.

Skills

Adaptability

Client Focus

Relationship Building

Communication

Problem Solving

Account Management

Client Experience Branding

Prospecting

Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client associate role focused on engaging clients in the lobby, educating them on self-service banking options, and processing cash transactions accurately. You will build relationships to meet financial needs and guide clients toward suitable solutions.

This in-office position requires strong communication, problem-solving, and a commitment to delivering excellent client experiences while adhering to all laws and bank policies.