Client Experience & Relationship Banker

Bank of America; Olde West Chester (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will conduct deep client conversations to understand financial priorities and connect them to solutions that meet their goals.

The role emphasizes relationship building, adherence to laws and regulations, and supporting a culture of in-office collaboration and service excellence.

Qualifications

• Experience demonstrating adaptability and proactive problem solving.
• Strong client-focused mindset with ability to build relationships.
• Clear communication skills and ability to explain banking concepts.
• Proven ability to manage client pipelines and referrals.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follow processes and guidelines to act in the client's and bank's best interests.
• Grow knowledge by partnering with lending, investments, and small business experts.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and oversee cash responsibilities.

Skills

Adaptability

Client Focus

Problem Solving

Oral Communications

Relationship Building

Pipeline Management

Education

Bachelor's Degree or related

Job description

Bank of America in the United States is seeking a client-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will conduct deep client conversations to understand financial priorities and connect them to solutions that meet their goals.

The role emphasizes relationship building, adherence to laws and regulations, and supporting a culture of in-office collaboration and service excellence.