Client Solutions Banker

Bank of America; Venice (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking an in-branch team member to engage clients, educate them on self-service options (mobile, online, ATM), and process transactions accurately. You will build relationships, understand client priorities, and connect them with solutions to meet financial goals.

This role emphasizes risk-aware operations, customer service excellence, and collaboration with teams across small business, lending, and investments, with flexible hours and weekend availability as needed.

Qualifications

• Bachelor-level education or equivalent required.
• Strong communication and relationship-building skills.
• Experience in financial services or customer-facing roles is a plus.
• Ability to learn and adapt to new technology platforms and processes.
• Strong time management and adherence to regulatory guidelines.

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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Prospecting

Referral Management

Pipeline Management

Business Development

Team Collaboration

Time Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking an in-branch team member to engage clients, educate them on self-service options (mobile, online, ATM), and process transactions accurately. You will build relationships, understand client priorities, and connect them with solutions to meet financial goals.

This role emphasizes risk-aware operations, customer service excellence, and collaboration with teams across small business, lending, and investments, with flexible hours and weekend availability as needed.