Relationship Banker: Client Solutions Advisor

NBMBAA; Tomball (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a Client Service Associate in the United States to engage clients in the lobby and assist with transactions via self-service channels. You will educate clients on mobile banking, online banking, and ATM use while processing cash accurately.

The role emphasizes building relationships, understanding financial goals, and connecting clients with banking solutions. Weekend/extended hours may be required based on business needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results orientation.
• Effective collaboration to build relationships.
• Passion and drive to improve clients’ financial lives.
• Confident in identifying solutions for new and existing clients.
• Clear and confident communication with all clients.
• Ability to learn and adapt to new information and technology.
• Educating clients on self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving skills.
• Follows established processes and compliant with laws.
• Efficient time and capacity management.
• Focus on results while acting in clients' best interest.
• Flexibility to work weekends and extended hours.

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 act in clients’ and the bank’s best interests.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Relationship Building

Customer and Client Focus

Oral Communications

Problem Solving

Business Development

Pipeline Management

Prospecting

Account Management

Client Solutions Advisory

Client Management

Client Experience Branding

Referral Identification

Referral Management

Adaptability

Business Acumen

Education

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America is seeking a Client Service Associate in the United States to engage clients in the lobby and assist with transactions via self-service channels. You will educate clients on mobile banking, online banking, and ATM use while processing cash accurately.

The role emphasizes building relationships, understanding financial goals, and connecting clients with banking solutions. Weekend/extended hours may be required based on business needs.