Client Solutions Banker

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

Job summary

Bank of America in Charlotte seeks a client-focused associate to engage customers in the lobby, educate on self-service options, and handle cash transactions efficiently in a busy financial center.

You will build relationships, follow procedures to meet client needs, and collaborate with banking experts to help clients achieve their financial goals while delivering a positive client experience. Weekend/extended hours may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic
• Collaborates effectively to get things done and build relationships
• Delivers client experiences that improve clients' financial lives
• Identifies solutions for new and existing clients based on their needs
• Learns and adapts to new information and technology platforms
• Educates clients on self-service banking (ATM/online/mobile) and enhances understanding

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to do what is right for clients and the bank
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client 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 / GED / Secondary School or equivalent

Job description

Bank of America in Charlotte seeks a client-focused associate to engage customers in the lobby, educate on self-service options, and handle cash transactions efficiently in a busy financial center.

You will build relationships, follow procedures to meet client needs, and collaborate with banking experts to help clients achieve their financial goals while delivering a positive client experience. Weekend/extended hours may be required.