Client Relationship Banker: Grow Financial Lives

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

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby and assist with transactions through self-service options such as mobile and online banking or ATM. You will accurately process cash transactions and conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes relationship-building, adherence to policies, and collaboration with experts across banking services.

Qualifications

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Experience in financial services or knowledge of financial products and solutions is desirable.
• Six months of cash handling experience.
• Flexible availability including weekends and extended hours as needed.

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 to do what is right for clients and the bank, adhering to 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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Experience Branding

Client Management

Client Solutions Advisory

Prospecting

Pipeline Management

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate's Degree in Business/Finance

High School Diploma

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby and assist with transactions through self-service options such as mobile and online banking or ATM. You will accurately process cash transactions and conduct in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes relationship-building, adherence to policies, and collaboration with experts across banking services.