Client-First Relationship Banker

Bank of America; United States; On-site; USD 35,000 - 60,000; Full time

Job summary

Bank of America in the United States is seeking a Branch/Financial Center associate to engage clients in the lobby, educate them on self-service options, and process transactions accurately and efficiently.

You will conduct deep conversations to understand financial goals and connect clients to suitable solutions, while supporting operational excellence and risk management across the branch.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Proven ability to build relationships and deliver results.
• Comfortable using self-service banking platforms.
• Willing to work weekends or extended hours.
• Ability to learn new technology platforms.

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 Focus

Oral Communications

Problem Solving

Relationship Building

Client Experience

Client Management

Account Management

Team Collaboration

Sales Orientation

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or related Associate’s Degree

Tools

Self-service banking platforms

Job description

Bank of America in the United States is seeking a Branch/Financial Center associate to engage clients in the lobby, educate them on self-service options, and process transactions accurately and efficiently.

You will conduct deep conversations to understand financial goals and connect clients to suitable solutions, while supporting operational excellence and risk management across the branch.