Client Solutions & Relationship Banker

Bank of America; Bonney Lake (WA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Bonney Lake, WA seeks a client services associate to educate clients on self-service banking and accurately process cash transactions in the lobby. You will build relationships and connect clients with solutions to meet financial goals.

Join a team focused on providing excellent client experiences, following risk and regulatory guidelines, and collaborating with specialists in lending, investments, and small business to support customers daily.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients.
• Effective communicator with comfort engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking.
• Applies critical thinking to meet needs.
• Follows processes and regulations.
• Manages time and capacity.
• Focuses on results in clients' best interest.
• Willing to work weekends or extended hours.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in clients' and bank's interest.
• Grows knowledge by partnering with experts in lending, investments, and small business.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer 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 or GED

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

Job description

Bank of America in Bonney Lake, WA seeks a client services associate to educate clients on self-service banking and accurately process cash transactions in the lobby. You will build relationships and connect clients with solutions to meet financial goals.

Join a team focused on providing excellent client experiences, following risk and regulatory guidelines, and collaborating with specialists in lending, investments, and small business to support customers daily.