Client Solutions Banker: Build Lasting Financial Lives

Bank of America; Englewood (FL); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby and educate them on self-service banking options (mobile, online, ATM). You will accurately process cash transactions and develop relationships to understand financial needs, connecting clients with appropriate solutions and services.

The role emphasizes risk culture, operational excellence, and adherence to laws and regulations while supporting a flexible in-office culture with some role-specific flexibility.

Qualifications

• Required Qualifications align with a client-facing banking role focused on delivering service and solutions
• Strong interpersonal skills and ability to build relationships with clients
• Ability to learn and adapt to banking technologies and processes
• Capable of handling cash and operating self-service channels
• Willingness to work weekends or extended hours at multiple financial centers

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby and educate them on self-service banking options (mobile, online, ATM). You will accurately process cash transactions and develop relationships to understand financial needs, connecting clients with appropriate solutions and services.

The role emphasizes risk culture, operational excellence, and adherence to laws and regulations while supporting a flexible in-office culture with some role-specific flexibility.