Client Relationship Banker: Elevate Financial Lives

Bank of America; Spanish Fork (UT); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks a client-focused team member to engage clients in the lobby, educate on transactions through self-service tools, and process cash accurately. You will build relationships, connect clients with suitable financial solutions, and support an energetic, compliant banking environment.

The role emphasizes strong communication, teamwork, and a commitment to helping clients achieve their financial goals, including weekend/extended hours as needed at various centers.

Qualifications

• High school diploma or equivalent required; Bachelor's degree preferred.
• Strong communication and cash-handling skills with customer-service mindset.

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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory Relationships

Business Development

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree in business management, finance, or related field

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a client-focused team member to engage clients in the lobby, educate on transactions through self-service tools, and process cash accurately. You will build relationships, connect clients with suitable financial solutions, and support an energetic, compliant banking environment.

The role emphasizes strong communication, teamwork, and a commitment to helping clients achieve their financial goals, including weekend/extended hours as needed at various centers.