Client Solutions Banker: Build Relationships & Growth

Bank of America; Buckingham Township (Bucks County); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a Client Services Associate to greet clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will diagnose client needs and connect them to solutions that support their financial goals.

The role emphasizes relationship building, adherence to laws and guidelines, and collaboration with specialists across small business, lending, and investments.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus
• Collaborates effectively to build relationships
• Delivers client-focused experiences that improve financial lives
• Able to identify solutions for client needs based on dialogue
• Strong written and verbal communication; comfortable with self-service tech
• Learns and adapts to new information and platforms
• Educates clients on simple banking transactions via self-service tools
• Uses critical thinking to meet client needs
• Adheres to laws and internal guidelines in daily activities
• Capable of managing time and workload efficiently
• Willing to work weekends or extended hours as needed

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to act in clients' and bank's best interests
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• 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-related Associate’s Degree

Job description

Bank of America in the United States seeks a Client Services Associate to greet clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will diagnose client needs and connect them to solutions that support their financial goals.

The role emphasizes relationship building, adherence to laws and guidelines, and collaboration with specialists across small business, lending, and investments.