Client Solutions & Relationship Banker

Bank of America; Sacramento (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Client Services professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to learn financial goals and connect clients to suitable solutions.

This role requires strong communication, a focus on delivering exceptional service, and adherence to bank policies and regulatory guidelines.

Qualifications

• Minimum education includes high school diploma or GED.
• One year of demonstrated successful sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Spanish language preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Relationship Building

Client Management

Prospecting

Problem Solving

Oral Communications

Customer and Client Focus

Business Development

Pipeline Management

Referral Identification

Referral Management

Adaptability

Business Acumen

Account Management

Client Solutions Advisory

Client Experience Branding

Education

Bachelor's Degree

Associate's Degree

High School Diploma

Job description

Bank of America is seeking a Client Services professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to learn financial goals and connect clients to suitable solutions.

This role requires strong communication, a focus on delivering exceptional service, and adherence to bank policies and regulatory guidelines.