Client Solutions Banker

Merrill; Seattle (WA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligibility

Paid time off

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships and connect clients to solutions that meet their financial goals.

This role requires strong communication, adaptability, and the ability to work weekends; in-office culture supports collaboration, career development, and competitive benefits.

Qualifications

• Experience in financial services is preferred.
• One year of successful sales in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree recommended.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to ensure compliance with laws and regulations.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments and outbound calls.

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

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships and connect clients to solutions that meet their financial goals.

This role requires strong communication, adaptability, and the ability to work weekends; in-office culture supports collaboration, career development, and competitive benefits.