Client Solutions Relationship Banker

Bank of America; Wethersfield (CT); On-site; USD 22,000 - 30,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused team member to greet clients in the lobby, guide them through self-service banking options, and process cash transactions accurately. You will build trust through meaningful conversations to understand financial goals and link clients to appropriate solutions.

The role emphasizes working in a fast-paced branch, complying with all policies and laws, and contributing to a friendly, efficient client experience.

Qualifications

• Enthusiastic, self-starter with a strong work ethic and results focus.
• Collaborates effectively to meet client needs and drive outcomes.
• Passion, commitment and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Able to teach clients simple self-service banking (ATM/online/mobile).
• Learns and adapts to new information and technology platforms.
• Follows defined processes and laws in daily activities.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking (mobile/online/ATM).
• Accurately and efficiently process cash transactions as needed.
• Have in-depth conversations to understand clients' financial goals and connect them with suitable solutions.
• Manage cash responsibilities and client flow; drive a positive client experience.
• Coordinate with specialists in small business, lending, and investments to meet client needs.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a client-focused team member to greet clients in the lobby, guide them through self-service banking options, and process cash transactions accurately. You will build trust through meaningful conversations to understand financial goals and link clients to appropriate solutions.

The role emphasizes working in a fast-paced branch, complying with all policies and laws, and contributing to a friendly, efficient client experience.