Client Solutions Banker — Relationship & Cash Expert

Bank Of America; Southland; On-site; NZD 50,000 - 60,000; Full time

Job summary

Bank Of America in Southland, New Zealand, seeks a client-focused team member to educate clients about self-service options and to efficiently process cash transactions. You will build relationships, drive positive client experiences, and connect clients with appropriate financial solutions to meet their goals.

The role requires a proactive, compliant, weekend-capable professional who can work across branches and leverage cross-functional expertise to serve diverse client needs.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus
• Collaborates effectively to build and nurture relationships
• Delivers client experiences that improve financial lives
• Confident in identifying solutions for new/existing clients
• Communicates effectively with all clients and adapts to new information/tech platforms
• Educates clients on simple banking transactions via self-service channels
• Strong critical thinking to meet client needs
• Follows processes and guidelines while complying with laws/regulations

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 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 in Southland, New Zealand, seeks a client-focused team member to educate clients about self-service options and to efficiently process cash transactions. You will build relationships, drive positive client experiences, and connect clients with appropriate financial solutions to meet their goals.

The role requires a proactive, compliant, weekend-capable professional who can work across branches and leverage cross-functional expertise to serve diverse client needs.