Client Solutions Banker – Grow Clients’ Financial Lives

Bank of America; Woodbury (MN); On-site; USD 36,000 - 46,000; Full time

Job summary

Bank of America in Minnesota seeks a customer service associate to educate clients at the lobby and assist with transactions via self-service tools. You will accurately handle cash, build client relationships, and connect clients with solutions to meet financial goals.

The role requires a proactive service mindset with strong communication skills and the ability to work weekends or extended hours as needed, in an in-office setting.

Qualifications

• Strong customer service and sales mindset required.
• Ability to learn and use banking self-service tools.
• Experience in financial services or sales is a plus.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet client financial needs and goals.
• Follow processes to ensure compliance with laws and regulations.
• Drive the client experience and manage center traffic and calls.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Education

High School Diploma

Bachelor's Degree or relevant Associate’s Degree

Job description

Bank of America in Minnesota seeks a customer service associate to educate clients at the lobby and assist with transactions via self-service tools. You will accurately handle cash, build client relationships, and connect clients with solutions to meet financial goals.

The role requires a proactive service mindset with strong communication skills and the ability to work weekends or extended hours as needed, in an in-office setting.