Client-Focused Relationship Banker

Bank of America Corporation; North Palm Beach (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America Corporation in Florida is seeking a client service professional to educate clients in the lobby, assist with transactions via self-service channels, and educate them on mobile, online banking, and ATM options.

You will process cash transactions, engage with clients to understand their financial goals, and connect them to suitable solutions while upholding regulatory standards and risk controls.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Builds relationships and collaborates to meet client needs.
• Able to educate clients on self-service banking options.
• Cash handling and sales experience is a plus.
• Bachelor's degree or business-related degree preferred.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds client relationships 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 knowledge 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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America Corporation in Florida is seeking a client service professional to educate clients in the lobby, assist with transactions via self-service channels, and educate them on mobile, online banking, and ATM options.

You will process cash transactions, engage with clients to understand their financial goals, and connect them to suitable solutions while upholding regulatory standards and risk controls.