Client-Focused Relationship Banker

Bank of America; Worthington (OH); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America in Worthington, OH is seeking a customer-focused team member to educate clients in lobby services and assist with transactions through self-service channels like ATM, online and mobile banking. You will process cash transactions, engage in meaningful conversations to understand financial goals, and connect clients with suitable solutions.

The role emphasizes building relationships, following compliant processes, and supporting client financial needs with a high level of service

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree or relevant associate degree preferred for advancement in some roles.
• Experience in financial services and knowledge of financial products is a plus.
• Sales experience helps when incented with goals.

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 act in the client and bank's best interest and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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 in Worthington, OH is seeking a customer-focused team member to educate clients in lobby services and assist with transactions through self-service channels like ATM, online and mobile banking. You will process cash transactions, engage in meaningful conversations to understand financial goals, and connect clients with suitable solutions.

The role emphasizes building relationships, following compliant processes, and supporting client financial needs with a high level of service