Client Solutions Banker – Relationship Expert

Bank of America; Virginia; On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America in Virginia is seeking a Financial Center Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect them to specialists. You will assist clients with self-service options and guided transactions, while deepening relationships through proactive engagement.

Expect to support a range of consumer and small business activities, maintain high service standards, and collaborate with teammates to meet regulatory requirements and deliver

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.
• Notary commission in state or ability to obtain one within a few months of start date.

Responsibilities

• Partners with teams to provide personal banking solutions for consumer and small business clients.
• Educates and trains clients on self-service transactions.
• Optimizes client experience and ensures regulatory compliance.
• Opens accounts and maintains them with accuracy; handles Digital Assisted Shopping.
• Manages client interactions and follows up with clients as needed.

Skills

Sales experience

Relationship building

Customer focus

Communication skills

Time management

Notary eligibility

Problem solving

Team collaboration

Adaptability

Education

High School Diploma or GED

Associate's Degree

Bachelor's Degree

Job description

Bank of America in Virginia is seeking a Financial Center Client Associate to be the first point of contact for clients, uncover personal banking needs, and connect them to specialists. You will assist clients with self-service options and guided transactions, while deepening relationships through proactive engagement.

Expect to support a range of consumer and small business activities, maintain high service standards, and collaborate with teammates to meet regulatory requirements and deliver