Client Experience Relationship Banker

Bank of America; West Bloomfield Charter Township (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks a customer-focused banker to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. The role involves building relationships to understand and meet clients’ financial needs while adhering to regulatory standards.

Responsibilities include managing center flow, scheduling, outbound calls, and collaborating with specialists in lending and investments to broaden the client experience.

Qualifications

• High school diploma or GED required.
• Experience in financial services and knowledge of products is advantageous.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Builds relationships to identify and meet clients’ financial needs.
• Follow established processes and adhere to laws and regulations.
• Grow knowledge by collaborating with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.
• Enhance the client experience and 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 / Secondary School or equivalent

Job description

Bank of America seeks a customer-focused banker to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. The role involves building relationships to understand and meet clients’ financial needs while adhering to regulatory standards.

Responsibilities include managing center flow, scheduling, outbound calls, and collaborating with specialists in lending and investments to broaden the client experience.