Client Experience & Relationship Banker

Bank of America Corporation; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation is seeking a Customer Service/Financial Center professional to educate clients on self-service options and assist with transactions, including cash handling. The role focuses on understanding clients' financial priorities and connecting them to suitable solutions.

You will manage relationships, drive the client experience, and support a high-volume financial center. This position requires strong communication, a client-first mindset, and flexibility to work weekends

Qualifications

• Minimum requirement is a High School Diploma or GED; Bachelor's or Associate's degree preferred for advancement.
• Proven ability to learn and adapt to new information and technology platforms.
• Experience in financial services or knowledge of financial products is a plus.
• Sales experience in a salary plus incentive environment with individual goals is desirable.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and guidelines to act in clients' and the bank's best interest, in compliance with laws
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments and outbound calls to drive the client experience
• Manages cash responsibilities and drives client experience improvements

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a Customer Service/Financial Center professional to educate clients on self-service options and assist with transactions, including cash handling. The role focuses on understanding clients' financial priorities and connecting them to suitable solutions.

You will manage relationships, drive the client experience, and support a high-volume financial center. This position requires strong communication, a client-first mindset, and flexibility to work weekends