Client Solutions & Relationship Banker

National Black MBA Association

Hanford, Northern (CA, KY)

Hybrid

USD 34,000 - 37,000

Full time

2 days ago
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Benefits offered by this job

Benefits eligibility
Paid time off
Industry-leading benefits

Job summary

Bank of America is hiring a client-facing associate to educate customers on self-service banking options and assist with cash transactions in the lobby. You will engage clients, assess their financial needs, and connect them with appropriate solutions while following bank policies.

The role supports a high standard of client experience and operational excellence. Candidates should be able to work weekends or extended hours, and adapt to dynamic daily workflows across the Financial Center.

Qualifications

  • Strong customer service and sales capability in a financial services environment.
  • Ability to learn and adapt to new information and technology platforms.
  • Experience in identifying client solutions based on needs and goals.

Responsibilities

  • Engage clients in the lobby to educate and assist with self-service transactions.
  • Process cash transactions accurately and efficiently.
  • Develop deep conversations to understand client financial priorities and connect to solutions.
  • Build relationships and partner with bank experts to meet client needs.
  • Manage center traffic, appointments, and outbound calls to support clients.

Skills

Adaptability
Communication
Problem Solving
Relationship Building
Customer Focus
Sales Experience
Time Management

Education

Bachelor's Degree or business-relevant Associate’s Degree (business management, business administration or finance)
High School Diploma / GED

Job description

Bank of America is hiring a client-facing associate to educate customers on self-service banking options and assist with cash transactions in the lobby. You will engage clients, assess their financial needs, and connect them with appropriate solutions while following bank policies.

The role supports a high standard of client experience and operational excellence. Candidates should be able to work weekends or extended hours, and adapt to dynamic daily workflows across the Financial Center.

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