Client Experience Relationship Banker

Bank of America; Coeur d'Alene (ID); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby and assist with transactions through self-service channels such as ATMs, online and mobile banking. The role emphasizes accurate cash handling, in-depth conversations to understand financial goals, and connecting clients to suitable solutions.

Key responsibilities include risk-aware operations, building client relationships, and adhering to laws and bank policies.

Qualifications

• High school diploma or GED required.
• Strong work ethic with results focus.
• Ability to learn and adapt to new information and technology platforms.
• Willing to work weekends or extended hours.
• Excellent communication and relationship-building skills.

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

Customer service

Cash handling

Communication

Sales orientation

Time management

Adaptability

Self-service tech fluency

Team collaboration

Education

High School Diploma

Bachelor's degree in business/finance (desirable)

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby and assist with transactions through self-service channels such as ATMs, online and mobile banking. The role emphasizes accurate cash handling, in-depth conversations to understand financial goals, and connecting clients to suitable solutions.

Key responsibilities include risk-aware operations, building client relationships, and adhering to laws and bank policies.