Client Solutions Banker

Bank of America; Philadelphia (Philadelphia County); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America in Philadelphia seeks a client-focused associate to engage lobby clients, educate on self-service options, and process cash transactions. You will build relationships, understand financial needs, and connect clients to appropriate solutions.

The role requires a proactive communicator who can operate within bank policies, manage cash duties, and participate in a team-driven environment that supports career development.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Confident in educating clients on simple banking transactions via self-service tools.
• Willing to work weekends and/or extended hours across multiple branches.

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 act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer 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 or GED

Bachelor's Degree (Business/Finance)

Job description

Bank of America in Philadelphia seeks a client-focused associate to engage lobby clients, educate on self-service options, and process cash transactions. You will build relationships, understand financial needs, and connect clients to appropriate solutions.

The role requires a proactive communicator who can operate within bank policies, manage cash duties, and participate in a team-driven environment that supports career development.