Client Solutions Banker: Build Relationships & Help Clients

Bank of America; Memphis (TN); On-site; USD 30,000 - 45,000; Full time

Job summary

Bank of America in Memphis seeks a customer-focused specialist to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile, online, or ATM.

You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to suitable solutions while adhering to laws and bank policies. This role supports an in-office culture with flexibility based on role needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and focus on results.
• Able to learn and adapt to new information and platforms.
• Excellent communication and comfortable engaging all clients.
• Willing to work weekends and extended hours as needed.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and helps with 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 Memphis seeks a customer-focused specialist to engage clients in the lobby, educate them on self-service options, and assist with transactions via mobile, online, or ATM.

You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to suitable solutions while adhering to laws and bank policies. This role supports an in-office culture with flexibility based on role needs.