Client Relationship Banker & Financial Solutions Advisor

ghr

Abingdon

On-site

GBP 26,000 - 28,000

Full time

7 days ago
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Benefits offered by this job

Benefits eligible
Paid time off
Industry-leading benefits

Job summary

Bank of America is seeking an in‑branch associate to engage clients in the lobby, educate on self-service banking (ATM/online/mobile), and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions while following bank policies and compliance.

The role emphasizes delivering an exceptional client experience, working with specialists in lending, investments, and small business, and maintaining efficient branch operations.

Qualifications

  • Strong work ethic with results focus and client-first mindset.
  • Excellent communication and relationship-building skills.
  • Weekend/extended hours availability.
  • Cash handling experience is a plus, prior financial services exposure preferred.

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 in daily activities 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

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is seeking an in‑branch associate to engage clients in the lobby, educate on self-service banking (ATM/online/mobile), and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions while following bank policies and compliance.

The role emphasizes delivering an exceptional client experience, working with specialists in lending, investments, and small business, and maintaining efficient branch operations.

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