Client Experience & Relationship Banker

Bank of America; Santa Fe (NM); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America in the United States seeks a client-focused associate to educate clients in lobby services and assist with self-service transactions. You will process cash transactions accurately, listen to clients’ financial goals, and connect them to appropriate solutions.

Strong relationship skills and a commitment to regulatory compliance are essential for success. The role emphasizes collaboration with experts across banking areas, flexibility in location within commuting distance, and

Qualifications

• Self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships with clients.
• Passion and drive to improve clients' financial lives.
• Able to learn and adapt to new information and platforms.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Processes cash transactions accurately and efficiently.
• Gathers insights from clients to connect to financial solutions.
• Builds relationships to meet clients' financial needs and goals.
• Adheres to laws, regulations, and bank processes in daily activities.
• Manages cash, center traffic, and outbound communications.

Skills

Adaptability

Business Acumen

Customer 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

Associate’s Degree in Business/Finance

Job description

Bank of America in the United States seeks a client-focused associate to educate clients in lobby services and assist with self-service transactions. You will process cash transactions accurately, listen to clients’ financial goals, and connect them to appropriate solutions.

Strong relationship skills and a commitment to regulatory compliance are essential for success. The role emphasizes collaboration with experts across banking areas, flexibility in location within commuting distance, and