In-Office Client Solutions Banker

Bank of America; Arlington Heights (IL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. You will build relationships, understand client priorities, and connect clients with suitable solutions to support their financial goals.

The role emphasizes adherence to processes and regulatory guidelines, excellent communication, and the ability to handle cash and daily center operations.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to complete tasks and build relationships.
• Demonstrates passion, commitment, and drive to improve clients’ financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with clients of all levels.
• Learns and adapts to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions via self-service tools.
• Applies critical thinking and problem-solving to meet client needs.
• Follows established processes and regulatory requirements in daily activities.
• Manages time and capacity efficiently.
• Focuses on results while acting in the best interest of the client.
• Flexibility to work weekends and/or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge and network by collaborating with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. You will build relationships, understand client priorities, and connect clients with suitable solutions to support their financial goals.

The role emphasizes adherence to processes and regulatory guidelines, excellent communication, and the ability to handle cash and daily center operations.