Client Relationship Banker

Bank of America; Melville (NY); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Resources and support

Job summary

Bank of America seeks a client-focused team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional service.

The role emphasizes reliability, effective communication, and flexibility for varied shifts. Join Bank of America to contribute to a trusted, in-office culture with career growth opportunities.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates to get things done and build client relationships.
• Delivers experiences that improve clients' financial lives.
• Identifies solutions for clients based on their needs.
• Effective and confident communication with all clients.
• Adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Demonstrates critical thinking and problem solving.
• Follows established processes and legal/regulatory guidelines.
• Manages time and capacity efficiently.
• Focuses on results while serving clients' best interests.
• Flexibility to work weekends or extended hours.

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 all applicable laws and regulations.
• Grows business 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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Business Development

Pipeline Management

Adaptability

Client Management

Client Solutions Advisory

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a client-focused team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional service.

The role emphasizes reliability, effective communication, and flexibility for varied shifts. Join Bank of America to contribute to a trusted, in-office culture with career growth opportunities.