Client Relationship Banker

Bank of America; Plano (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a Relationship Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. The role focuses on gaining in-depth knowledge of clients’ financial goals and connecting them to appropriate solutions.

Responsibilities include managing center traffic, outbound calls, and ensuring a high-quality client experience while adhering to laws and internal guidelines.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on client outcomes.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or sales environments is a plus.
• Strong communication and relationship-building skills to serve clients.

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 and network 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 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 is seeking a Relationship Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately and efficiently. The role focuses on gaining in-depth knowledge of clients’ financial goals and connecting them to appropriate solutions.

Responsibilities include managing center traffic, outbound calls, and ensuring a high-quality client experience while adhering to laws and internal guidelines.