Client Experience & Relationship Banker

Bank of America Corporation

Portland (ME)

On-site

USD 32,000 - 42,000

Full time

4 days ago
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Job summary

Bank of America is hiring for a front-line role in the United States to engage clients in the lobby, educate and assist with transactions through self-service channels such as mobile and online banking or ATM. You will accurately and efficiently process cash transactions and engage clients to understand their financial goals.

This position emphasizes building relationships, following risk and compliance guidelines, and connecting clients to solutions with specialists across small business,

Qualifications

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients’ needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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

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
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a front-line role in the United States to engage clients in the lobby, educate and assist with transactions through self-service channels such as mobile and online banking or ATM. You will accurately and efficiently process cash transactions and engage clients to understand their financial goals.

This position emphasizes building relationships, following risk and compliance guidelines, and connecting clients to solutions with specialists across small business,

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