Client Solutions & Relationship Banker

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

Job summary

Bank of America is hiring for an in-branch role in Virginia to engage clients in the lobby, assist with transactions via self-service options, and educate customers on digital banking tools. The position emphasizes building client relationships, following compliant processes, and driving a high-quality customer experience.

Responsibilities include handling cash, guiding clients through services, and partnering with specialists in lending, investments, and small business to meet financial goals.

Qualifications

• Must have strong communication and relationship-building skills.
• Experience in financial services with knowledge of products and solutions is preferred.
• One year of sales experience in a salary plus incentive environment with individual sales goals.

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 to do what is right for clients and the bank, adhering to laws and regulations
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• 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

Bachelor's Degree

Associate’s Degree

Job description

Bank of America is hiring for an in-branch role in Virginia to engage clients in the lobby, assist with transactions via self-service options, and educate customers on digital banking tools. The position emphasizes building client relationships, following compliant processes, and driving a high-quality customer experience.

Responsibilities include handling cash, guiding clients through services, and partnering with specialists in lending, investments, and small business to meet financial goals.