Financial Center Banker: Client Solutions & Relationships

Bank of America; Kansas City (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused team member for our financial center. You will uncover personal banking needs, offer solutions, and connect clients to specialists.

You’ll deepen relationships through platform services and assist with self-service transactions, while maintaining high standards of client care. This role requires excellent communication, a proactive sales mindset, and the ability to work weekends or extended hours as needed.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong work ethic with a results-focused mindset and dedication to client interests.
• Ability to learn and adapt to new information, technology platforms, and changing circumstances.
• Excellent written and verbal communication skills.
• Comfortable engaging clients in-person and by phone.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists as needed.
• Deepen client relationships through platform services and self-service/transaction support.
• Proactively connect with clients via outbound calls and perform follow-up routines.

Skills

Active Listening

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

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America is seeking a client-focused team member for our financial center. You will uncover personal banking needs, offer solutions, and connect clients to specialists.

You’ll deepen relationships through platform services and assist with self-service transactions, while maintaining high standards of client care. This role requires excellent communication, a proactive sales mindset, and the ability to work weekends or extended hours as needed.