Client-Focused Relationship Banker

Bank of America; Town of Southold (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a customer-focused associate to greet clients in the lobby, educate them on self-service options, and handle cash transactions with precision.

You will build relationships, follow policy, and support sales goals while adhering to laws and regulations. Flexibility for extended hours or weekends may be required; a high school diploma is required, with a degree preferred for advancement.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results
• Collaborates effectively to achieve goals and build relationships
• Confident in guiding clients to self-service banking options
• Able to learn and adapt to new information and technology platforms
• Education: High School Diploma or GED; Bachelor's degree preferred in some cases

Responsibilities

• Engages clients in the lobby and educates on self-service resources
• Processes cash transactions accurately and efficiently
• Builds relationships to meet client financial needs
• Follows processes and adheres to laws and regulations
• Manages center traffic, appointments, and outbound calls
• Drives the client experience and cash responsibilities

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in the United States seeks a customer-focused associate to greet clients in the lobby, educate them on self-service options, and handle cash transactions with precision.

You will build relationships, follow policy, and support sales goals while adhering to laws and regulations. Flexibility for extended hours or weekends may be required; a high school diploma is required, with a degree preferred for advancement.