Client Solutions Relationship Banker

Bank of America; Haverhill (MA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. You will conduct in-depth conversations to understand client financial goals and connect them to suitable solutions.

Responsibilities include managing center traffic, scheduling, outbound outreach, and collaborating with specialists in small business and investments.

Qualifications

• Customer-focused professional with strong sales drive.
• Experience in financial services preferred.
• Cash handling experience and ability to work weekends.
• Bachelor's degree or business-related associate degree preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network 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

Customer focus

Relationship building

Problem solving

Sales skills

Cash handling

Time management

Communication

Self-motivation

Team collaboration

Technology literacy

Education

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

High School Diploma / GED

Job description

Bank of America seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. You will conduct in-depth conversations to understand client financial goals and connect them to suitable solutions.

Responsibilities include managing center traffic, scheduling, outbound outreach, and collaborating with specialists in small business and investments.