Client Relationship Banker - Growth & Solutions

Bank of America; North Carolina; Sur place; USD 34 000 - 37 000; Plein temps

Résumé du poste

Bank of America is seeking a client-focused associate to engage with lobby clients and guide them through self-service options like mobile and online banking. The role involves accurately processing cash transactions, deep conversations to understand financial priorities, and connecting clients to appropriate solutions to meet goals.

The position requires strong communication, adaptability, and a commitment to compliance while delivering a superior client experience.

Qualifications

• Minimum education requirement: High School Diploma or GED.
• Bachelor's degree or business-relevant associate's degree preferred as noted in desired qualifications.
• Experience in financial services or sales is valued, with ability to learn and adapt to platforms and processes.

Responsabilités

• 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 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.

Connaissances

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

Formation

High School Diploma / GED

Bachelor's Degree or business-relevant Associate's Degree (e.g., business management, business administration or finance)

Description du poste

Bank of America is seeking a client-focused associate to engage with lobby clients and guide them through self-service options like mobile and online banking. The role involves accurately processing cash transactions, deep conversations to understand financial priorities, and connecting clients to appropriate solutions to meet goals.

The position requires strong communication, adaptability, and a commitment to compliance while delivering a superior client experience.