Client Experience & Relationship Banker

Bank of America Corporation; Florida; On-site; USD 21,000 - 26,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby and educate them on self-service options such as mobile banking, online banking, or ATM usage. The role emphasizes accurate cash handling and identifying clients’ financial priorities through meaningful conversations.

You will build relationships, follow established processes, and work with banking experts to meet client needs while adhering to laws and regulations.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and build relationships.
• Able to educate clients on self-service banking transactions and new technology platforms.
• Strong critical thinking and problem-solving skills to meet client needs.

Responsibilities

• Executes the bank’s risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Branding

Client Solutions

Advisory

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby and educate them on self-service options such as mobile banking, online banking, or ATM usage. The role emphasizes accurate cash handling and identifying clients’ financial priorities through meaningful conversations.

You will build relationships, follow established processes, and work with banking experts to meet client needs while adhering to laws and regulations.