Client Solutions Banker — Build Relationships & Grow Clients

Bank of America; Wake Forest (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Wake Forest, NC is seeking a customer service–oriented professional to engage clients in the lobby and assist with self‑service banking, including ATM, mobile and online platforms. The role focuses on accurately processing cash transactions, educating clients on digital tools, and connecting clients to financial solutions to meet life goals.

Responsibilities include building relationships, following bank processes, and delivering a positive client experience while working a

Qualifications

• Self-starter with strong work ethic and results focus.
• Strong relationship-building and collaboration.
• Confident in identifying solutions for clients.

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 in Wake Forest, NC is seeking a customer service–oriented professional to engage clients in the lobby and assist with self‑service banking, including ATM, mobile and online platforms. The role focuses on accurately processing cash transactions, educating clients on digital tools, and connecting clients to financial solutions to meet life goals.

Responsibilities include building relationships, following bank processes, and delivering a positive client experience while working a