Client Solutions Specialist at Bank of America — BranchFactor

Original posting

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Responsibilities:

Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Sells and fulfills banking products including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans
Identifies client needs for licensed sales functions, making referrals to Line of Business partners
Quotes rates, terms, and programs for banking solutions
Manages risk in every business, product, and service transaction leveraging available tools

Required Qualifications:

Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
Commitment to teamwork and the flexibility to work the schedule, including weekends and holidays
Ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport and handling objections
Comfortable receiving ongoing performance feedback and coaching
Comfortable with ongoing change and learning new technology/processes
Minimum of an intermediate level of proficiency with computers
Self-motivated with excellent organizational skills
Strong decision-making and problem-solving skills

Desired Qualifications:

Experience in the banking/financial industry
Experience working in a call center
Experience in telephone sales

Skills:

Attention to Detail
Client Solutions Advisory
Customer and Client Focus
Interpret Relevant Laws, Rules, and Regulations
Adaptability
Client Experience Branding
Customer Service Management
Issue Management
Problem Solving
Active Listening
Business Development
Consulting
Referral Identification
Research

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Training/Start Date: Monday October 5, 2026

Training Schedule: Monday- Friday 9:00am- 5:30pm

Shift:

1st shift (United States of America)

Hours Per Week:

Client Solutions Specialist

BranchFactor Summary

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