In-Branch Client Solutions Banker

Bank of America; Feasterville-Trevose (Bucks County); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring for a client‑facing role focused on education and assistance with self‑service banking options, including mobile, online, and ATM transactions. You will process cash, discuss financial goals with clients, and connect them to suitable solutions while upholding bank policies and compliance.

The position requires strong communication, relationship skills, and the ability to work weekends or extended hours as needed, with in‑office responsibilities in the United States.

Qualifications

• High school diploma or equivalent required with additional business-related education.
• Bachelor's degree or business-relevant associate degree preferred with professional sales exposure.
• Experience in financial services or sales roles is advantageous.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service tools.
• Process cash transactions accurately and efficiently for clients as needed.
• Develop deep client conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs and drive service quality.
• Follow established processes and comply with laws and bank policies.
• Manage center traffic, appointments, outbound calls, and client experience.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Management

Relationship Building

Prospecting

Referral Identification

Education

Bachelor's Degree

Associate's Degree (business management/finance)

Job description

Bank of America is hiring for a client‑facing role focused on education and assistance with self‑service banking options, including mobile, online, and ATM transactions. You will process cash, discuss financial goals with clients, and connect them to suitable solutions while upholding bank policies and compliance.

The position requires strong communication, relationship skills, and the ability to work weekends or extended hours as needed, with in‑office responsibilities in the United States.