Client Solutions & Relationship Banker

Bank of America

Hamden (CT)

On-site

USD 34,000 - 37,000

Full time

9 days ago

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Benefits offered by this job

Benefits eligible
Paid time off

Job summary

Bank of America in the United States is hiring for a client service associate role focused on in-branch transactions and self-service education. You will engage clients, process cash transactions, and connect customers to financial solutions that meet their goals.

The position emphasizes building trust, delivering accurate service, and supporting a broad range of banking needs while adhering to policies and regulations. Weekend hours may be required.

Qualifications

  • Enthusiastic self-starter with strong work ethic and results focus.
  • Collaborates effectively to build relationships.
  • Passion and drive to deliver an experience that improves clients' financial lives.
  • Confident in identifying solutions for new and existing clients.
  • Effective communicator, comfortable engaging all clients.
  • Able to learn and adapt to new information and technology platforms.
  • Confident teaching clients to conduct simple banking transactions via self-service tools.
  • Strong critical thinking and problem-solving skills.
  • Adheres to established processes and laws in daily activities.
  • Efficient time and capacity management.
  • Focus on results while acting in the best interest of the client.
  • Flexibility to work weekends or extended hours as needed.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows processes and guidelines to do right for clients and the bank.
  • Grows business knowledge 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
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is hiring for a client service associate role focused on in-branch transactions and self-service education. You will engage clients, process cash transactions, and connect customers to financial solutions that meet their goals.

The position emphasizes building trust, delivering accurate service, and supporting a broad range of banking needs while adhering to policies and regulations. Weekend hours may be required.

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