Client Solutions Banker — Relationship & Growth

Bank of America

Conroe (TX)

On-site

USD 42,000 - 66,000

Full time

4 days ago
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Benefits offered by this job

Competitive benefits
Flexible work arrangements

Job summary

Bank of America in Texas is seeking a Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will support self-service and transactional activities while delivering exceptional service.

The role emphasizes outbound engagement, deep client relationships, and adherence to regulatory requirements.

Qualifications

  • Minimum of one year sales experience in a relationship-oriented, client-centric environment.
  • Strong work ethic with a results-driven mindset.
  • Ability to collaborate and build relationships across teams.
  • Excellent written and verbal communication skills.
  • Ability to learn and adapt to new information and technology.

Responsibilities

  • Partners with teams to provide financial center clients with consumer and small business solutions.
  • Educates and trains clients on conducting simple transactions through self-service technologies.
  • Leverages resources to optimize client experience and operational accuracy.
  • Adheres to processes, laws, and guidelines for opening accounts and maintenance.
  • Manages client interactions and regulatory compliance in day-to-day activities.

Skills

Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Relationship Building

Education

Associate's or Bachelor's degree in business/finance

Job description

Bank of America in Texas is seeking a Client Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will support self-service and transactional activities while delivering exceptional service.

The role emphasizes outbound engagement, deep client relationships, and adherence to regulatory requirements.

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