Client Solutions Banker

Bank of America; Cypress (TX); On-site; USD 38,000 - 54,000; Full time

Job summary

Bank of America is hiring at a Financial Center location in the United States. The role focuses on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately and efficiently.

You will build relationships to meet financial needs and connect clients with banking solutions while following all policies and regulations. Weekend/hours flexibility may be required and a strong client-focused approach is essential.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver a client experience that improves financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns quickly and adapts to new information and technology platforms.
• Educates clients on using self-service banking channels (ATM, online, mobile).
• Applies strong critical thinking and problem solving to meet client needs.
• Follows established processes and guidelines to act in the best interest of clients and the bank, complying with laws.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Flexibility to work weekends and/or extended hours as needed.
• One year of sales experience in salary-plus incentive environment; knowledge of financial services preferred.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree required for many roles.

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 business knowledge 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

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

Bachelor’s degree or business relevant associate degree

Job description

Bank of America is hiring at a Financial Center location in the United States. The role focuses on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately and efficiently.

You will build relationships to meet financial needs and connect clients with banking solutions while following all policies and regulations. Weekend/hours flexibility may be required and a strong client-focused approach is essential.