Client Solutions Specialist — Banking

Bank of America; Parsippany-Troy Hills (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking an in‑branch associate to engage clients in the lobby, educate them on self‑service options, and accurately process cash transactions. You will build client relationships, understand their financial goals, and connect them with appropriate banking solutions.

The role emphasizes compliance with laws and delivering a superior client experience, with flexibility including weekends and extended hours as needed.

Qualifications

• Must be enthusiastic, self‑starter with strong work ethic and results focus.
• Ability to collaborate and build relationships with clients.
• Ability to educate clients on self‑service banking and digital tools.
• Strong communication and confident engagement with diverse clients.
• Adaptable to learn new information and technology platforms.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately for clients.
• Conduct deep conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs.
• Follow established processes and comply with laws and regulations.
• Manage cash responsibilities and client flow at the center.
• Drive the client experience and service quality.

Job description

Bank of America is seeking an in‑branch associate to engage clients in the lobby, educate them on self‑service options, and accurately process cash transactions. You will build client relationships, understand their financial goals, and connect them with appropriate banking solutions.

The role emphasizes compliance with laws and delivering a superior client experience, with flexibility including weekends and extended hours as needed.