Client Relationship Banker - Grow Finances & Connections

Bank of America

Hampton (NH)

On-site

USD 25,000 - 30,000

Full time

3 days ago
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Job summary

Bank of America in the United States is seeking a customer-focused teller/relationship specialist to assist clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify solutions for client needs, and collaborate with experts across small business, lending, and investments to enhance financial well-being.

The role emphasizes following processes, compliance with laws, and delivering a high-quality client experience while

Qualifications

  • Experience in financial services.
  • One year of sales experience in a salary plus incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Bachelor’s Degree or business-relevant degree such as business management, business administration or finance.

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

Self-starter
Relationship-building
Communication
Problem solving
Time management
Weekend availability

Education

High School Diploma/GED
Bachelor’s Degree

Job description

Bank of America in the United States is seeking a customer-focused teller/relationship specialist to assist clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify solutions for client needs, and collaborate with experts across small business, lending, and investments to enhance financial well-being.

The role emphasizes following processes, compliance with laws, and delivering a high-quality client experience while

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