Client Solutions Banker — In‑Branch Relationship Expert

Bank of America; Newburyport (MA); On-site; USD 24,796 - 35,817; Full time

Job summary

Bank of America is seeking an client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. You will build relationships to meet financial needs and connect clients with suitable solutions.

Responsibilities include handling center traffic, scheduling, and outbound calls, while following risk and regulatory guidelines to deliver excellent client experiences.

Qualifications

• Energetic, self-motivated with a strong work ethic and results focus, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Able to learn and adapt to new information and technology platforms; confident in educating clients on self-service banking.

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 the best interest of clients and the bank, complying with 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

ProspectingReferral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking an client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. You will build relationships to meet financial needs and connect clients with suitable solutions.

Responsibilities include handling center traffic, scheduling, and outbound calls, while following risk and regulatory guidelines to deliver excellent client experiences.