Client Relationship Banker

Bank of America; Queen Creek (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is looking for a client-focused team member to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will have deep conversations to understand financial priorities and connect clients to suitable solutions.

This role emphasizes building relationships, guiding customers, and delivering an exceptional client experience, with weekend hours and flexibility across branches to serve diverse neighborhoods.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-related Associate's Degree as described.

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 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

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

Job description

Bank of America is looking for a client-focused team member to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will have deep conversations to understand financial priorities and connect clients to suitable solutions.

This role emphasizes building relationships, guiding customers, and delivering an exceptional client experience, with weekend hours and flexibility across branches to serve diverse neighborhoods.