Client Solutions Banker

Bank of America; Seacliff (CA); On-site; USD 52,000 - 56,000; Full time

Job summary

Bank of America seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, connect clients with solutions, and support financial goals.

The role requires strong communication, adaptability, and compliance with regulations, with opportunities for growth in a diverse, in-office environment.

Qualifications

• Enthusiastic self-starter with a strong work ethic and focus on results.
• Able to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network 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's Degree

Job description

Bank of America seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, connect clients with solutions, and support financial goals.

The role requires strong communication, adaptability, and compliance with regulations, with opportunities for growth in a diverse, in-office environment.