Client Solutions & Relationship Banker

Bank of America; Spring (TX); On-site; USD 38,000 - 58,000; Full time

Job summary

Bank of America is seeking a Client Services professional to engage clients in the lobby and assist with self-service banking. You will handle cash transactions, learn client goals, and connect them with banking solutions.

Build relationships, manage center flow and outbound outreach to deliver outstanding service. The role emphasizes flexibility, strong communication, and adherence to regulatory guidelines, with weekend hours as needed.

Qualifications

• Experience in financial services or sales environment is a plus.
• Bachelor's degree or business-related associate degree is preferred.
• Demonstrated successful sales experience in a salary plus incentive environment is desirable.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs.
• Manage center traffic, appointments and outbound calls effectively.
• Drive the client experience while following bank guidelines.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Development

Pipeline Management

Prospecting

Education

Bachelor's degree or business relevant associate degree

Job description

Bank of America is seeking a Client Services professional to engage clients in the lobby and assist with self-service banking. You will handle cash transactions, learn client goals, and connect them with banking solutions.

Build relationships, manage center flow and outbound outreach to deliver outstanding service. The role emphasizes flexibility, strong communication, and adherence to regulatory guidelines, with weekend hours as needed.