Client Relationship Banker

Bank of America; Smyrna (GA); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is seeking a Financial Center Client Associate to be the first contact for clients, helping uncover personal banking needs and offering the right solutions. You will guide clients through self-service options, support transactions, and connect them with specialists as needed.

The role emphasizes proactive client outreach, relationship building, and adherence to regulatory requirements in a fast-paced financial center setting.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Excellent written and verbal communication skills.
• Ability to learn and adapt to new information and processes.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Educate and train clients on self-service and simple transactions.
• Support clients with platform services and ensure accurate and compliant service.
• Deepen client relationships through proactive outreach and follow-up routines.
• Open accounts and perform routine maintenance in line with regulations.

Skills

Active Listening

Customer Focus

Problem Solving

Relationship Building

Sales Mindset

Time Management

Communication

Education

High School Diploma or GED

Associate's or Bachelor's Degree (Desired)

Job description

Bank of America is seeking a Financial Center Client Associate to be the first contact for clients, helping uncover personal banking needs and offering the right solutions. You will guide clients through self-service options, support transactions, and connect them with specialists as needed.

The role emphasizes proactive client outreach, relationship building, and adherence to regulatory requirements in a fast-paced financial center setting.