Client-Focused Relationship Banker

NBMBAA; Lansdale (Montgomery County); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America is seeking a client-focused financial services representative to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately and efficiently. You will have in-depth conversations to understand client priorities and connect them to suitable financial solutions.

Responsibilities include risk culture, operational excellence, and growing knowledge across small business, lending, and investments while managing center traffic and ensuring a

Qualifications

• Required: enthusiastic, motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Communicates confidently with clients and educates on banking processes.
• Learns and adapts to new information and technology platforms.
• Follows established processes and regulations to protect clients and bank.

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 to do what is right for clients and the bank, adhering to 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 and cash handling responsibilities.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial services representative to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately and efficiently. You will have in-depth conversations to understand client priorities and connect them to suitable financial solutions.

Responsibilities include risk culture, operational excellence, and growing knowledge across small business, lending, and investments while managing center traffic and ensuring a