Client Experience & Relationship Banker

Bank of America; McAllen (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build relationships to meet financial needs, manage cash, and support a high-quality client experience across the financial center.

Responsibilities include following procedures, collaborating with specialists, and handling weekend/hours as needed to serve clients and the bank's goals.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to build relationships and get things done.
• Delivers an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Communicates effectively with clients and is comfortable engaging all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions via self-service tools.
• Applies strong critical thinking to meet client needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Manages time and capacity efficiently.
• Willing to work weekends and/or extended hours as needed.

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 while adhering to 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

Bachelor's Degree or related Associate's Degree

Job description

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process transactions accurately. You will build relationships to meet financial needs, manage cash, and support a high-quality client experience across the financial center.

Responsibilities include following procedures, collaborating with specialists, and handling weekend/hours as needed to serve clients and the bank's goals.