Client Solutions Banker

Bank of America; Phoenix (AZ); On-site; USD 36,000 - 54,000; Full time

Job summary

Bank of America in the United States seeks a customer-focused teammate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs, connect clients to lending, investments, and small business solutions, and manage center flow while adhering to laws and bank policies.

The role requires strong communication, time-management, and a proactive approach to deliver an exceptional client experience.

Qualifications

• Enthusiastic, motivated self-starter delivering results for clients
• Collaborates effectively to complete tasks and build relationships
• Able to educate clients on self-service banking options (ATM, online, mobile)
• Identifies solutions for client needs based on conversations
• Communicates clearly and confidently with clients across channels
• Learns and adapts to new information and technology platforms
• Follows processes and guidelines to comply with laws and bank policies
• Manages time and capacity to handle daily client flow
• Available to work weekends and extended hours as required

Responsibilities

• Engage clients in the lobby to educate and assist with transactions
• Process cash transactions accurately and efficiently
• Build relationships to meet financial needs and guide clients to solutions
• Follow established processes and comply with applicable laws and regulations
• Collaborate with experts in lending, investments, and small business
• Manage center traffic, appointments, and outbound calls to enhance client experience
• Represent the bank's client-focused culture in all interactions
• Support cash handling and everyday banking needs

Skills

Self-starter

Collaboration

Client education

Solution identification

Effective communication

Tech adaptability

Cash handling

Time management

Regulatory compliance

Education

Bachelor’s or associate degree in business/finance

Job description

Bank of America in the United States seeks a customer-focused teammate to engage clients in the lobby, educate them on self-service banking, and process cash transactions accurately. You will build relationships to meet financial needs, connect clients to lending, investments, and small business solutions, and manage center flow while adhering to laws and bank policies.

The role requires strong communication, time-management, and a proactive approach to deliver an exceptional client experience.