Client Relationship Banker: Educate, Advise & Connect

National Black MBA Association; Boynton Beach, Northern (FL, KY); Hybrid; USD 32,000 - 52,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and guide clients to suitable solutions across mobile, online, and ATM platforms.

The role requires a motivated self-starter with strong communication skills, a willingness to work weekends or extended hours, and the ability to learn new tech tools.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results
• Collaborates effectively to build relationships
• Delivers an experience that improves clients' financial lives
• Identifies solutions for new/existing clients based on needs
• Communicates confidently with all clients
• Ability to learn new information and technology platforms
• Educates clients on self-service banking options
• Uses critical thinking and problem-solving to meet needs
• Follows processes and laws/regulations daily
• Manages time and capacity efficiently
• Focuses on results in client's best interest
• Ability to work weekends or extended hours across locations

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
• 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

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

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 in the United States is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and guide clients to suitable solutions across mobile, online, and ATM platforms.

The role requires a motivated self-starter with strong communication skills, a willingness to work weekends or extended hours, and the ability to learn new tech tools.