Client Relationship Banker: Build Financial Solutions

Bank of America; Cleveland (OH); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America in United States is seeking a client service oriented associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will discuss financial goals with clients and connect them to suitable solutions.

The role emphasizes building relationships, following procedures, and delivering excellent client experiences across branches. Weekend or extended hours may be required to serve clients at multiple centers.

Qualifications

• High school diploma or GED required.
• Six months of cash handling experience.
• Sales experience in a salary plus incentive environment is beneficial.
• Bachelor's degree or business-relevant Associate’s Degree (business management, administration or finance) preferred.

Responsibilities

• Executes bank risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follow established processes and guidelines while complying with laws.
• Grow business knowledge by partnering with experts in small business, lending, investments.
• Manage center traffic, appointments and outbound calls.
• Drive the client experience.
• Handle 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

Job description

Bank of America in United States is seeking a client service oriented associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will discuss financial goals with clients and connect them to suitable solutions.

The role emphasizes building relationships, following procedures, and delivering excellent client experiences across branches. Weekend or extended hours may be required to serve clients at multiple centers.