Client Solutions Banker

Bank of America; Concord (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America in Concord, CA is seeking a customer-focused team member to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will learn financial solutions by speaking with clients to identify needs and connect them to appropriate services, with training at a designated center before potential relocation within a reasonable distance.

The role requires strong communication, adaptability, and a commitment to compliant, customer-centric

Qualifications

• High school diploma or equivalent required.
• Strong communication and interpersonal skills essential.
• Experience in financial services or retail banking is a plus.

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with specialists in small business, lending, and investments.
• Manages financial 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 Concord, CA is seeking a customer-focused team member to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will learn financial solutions by speaking with clients to identify needs and connect them to appropriate services, with training at a designated center before potential relocation within a reasonable distance.

The role requires strong communication, adaptability, and a commitment to compliant, customer-centric