Client Solutions Banker — In-Branch Banking

Bank of America

Newcastle (WA)

On-site

USD 38,000 - 48,000

Full time

6 days ago
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Job summary

Bank of America is seeking a client-focused teammate to engage customers in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with suitable solutions, while following all laws and bank guidelines.

The role requires flexibility to work weekends or extended hours and to operate across multiple center locations as needed.

Qualifications

  • Strong customer service and sales focus with a client-first mindset.
  • Ability to learn and adapt to new platforms and processes.
  • Comfortable handling cash and guiding clients through self-service tools.
  • Willingness to work weekends or extended hours as needed.

Responsibilities

  • Engages clients in the lobby to educate and assist with self-service banking.
  • Processes cash transactions accurately and efficiently.
  • Builds relationships to meet financial needs and connect to solutions.
  • Maintains compliance with laws, guidelines, and internal controls.
  • Manages center traffic, appointments, and outbound calls.

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
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a client-focused teammate to engage customers in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients with suitable solutions, while following all laws and bank guidelines.

The role requires flexibility to work weekends or extended hours and to operate across multiple center locations as needed.

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