Client Relationship Banker: Elevate Financial Journeys

Bank of America; Powell (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Powell, OH is seeking a client service professional to assist clients in the lobby, educate on self-service options, and process cash transactions accurately. You will identify client needs and connect them with appropriate financial solutions, while upholding bank policies and regulatory requirements.

The role emphasizes relationship building, teamwork, and delivering a high-quality client experience in an in-branch setting.

Qualifications

• Strong customer service and sales mindset.
• Understanding of banking products and financial services.
• Ability to learn and adapt to new information and technology platforms.

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

Associate’s Degree

High School Diploma / GED

Job description

Bank of America in Powell, OH is seeking a client service professional to assist clients in the lobby, educate on self-service options, and process cash transactions accurately. You will identify client needs and connect them with appropriate financial solutions, while upholding bank policies and regulatory requirements.

The role emphasizes relationship building, teamwork, and delivering a high-quality client experience in an in-branch setting.