Relationship Banker & Client Solutions Advisor

Bank of America; Fayetteville (AR); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America is seeking a customer-focused Banking Client Specialist to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately for clients. You will build relationships and connect clients to solutions that meet their financial goals.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours at various centers within a reasonable distance. Training provided.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services and knowledge of financial services industry, products and solutions is desirable.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is a plus.

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 all applicable laws and regulations.
• Grows business knowledge and network by partnering 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a customer-focused Banking Client Specialist to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately for clients. You will build relationships and connect clients to solutions that meet their financial goals.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours at various centers within a reasonable distance. Training provided.