Client Solutions Banker

Bank of America; Cary (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional to engage clients in the lobby and educate them on conducting transactions through self-service channels. You will process cash transactions accurately, build relationships, and connect clients to financial solutions tailored to their goals.

The role requires strong communication, problem-solving, and the ability to work with various banking experts while adhering to regulations.

Qualifications

• Energetic self-starter with a strong work ethic and results focus.
• Ability to build relationships and deliver client-focused service.
• Comfort with educating clients on self-service banking.

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

Customer focus

Relationship building

Communication skills

Problem solving

Time management

Sales orientation

Cash handling

Education

Bachelor's degree

Associate’s degree

High School Diploma

Job description

Bank of America is seeking a client-focused banking professional to engage clients in the lobby and educate them on conducting transactions through self-service channels. You will process cash transactions accurately, build relationships, and connect clients to financial solutions tailored to their goals.

The role requires strong communication, problem-solving, and the ability to work with various banking experts while adhering to regulations.