Client-Focused Relationship Banker

Bank of America; Royal Oak (MI); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks a client-focused associate to engage clients in the lobby, educate them on self-service options (mobile/online banking and ATM), and efficiently process cash transactions. The role emphasizes deep conversations to understand financial priorities and connect clients with suitable solutions.

Successful candidates will develop relationships, follow compliant processes, and collaborate with experts in lending, investments, and small business to grow the client base and improve

Qualifications

• Experience in financial services industry or knowledge of financial services products.
• One year of sales experience in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.
• Bachelor's or business-relevant Associate’s degree as listed.

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 applicable laws and regulations.
• Growing knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and oversees cash responsibilities.

Skills

Adaptability

Customer & Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Development

Prospecting

Client Solutions Advisory

Education

High School Diploma / GED

Bachelor's Degree

Associate’s Degree in Business/Finance

Tools

ATM

Mobile Banking App

Online Banking Platform

Job description

Bank of America seeks a client-focused associate to engage clients in the lobby, educate them on self-service options (mobile/online banking and ATM), and efficiently process cash transactions. The role emphasizes deep conversations to understand financial priorities and connect clients with suitable solutions.

Successful candidates will develop relationships, follow compliant processes, and collaborate with experts in lending, investments, and small business to grow the client base and improve