Client Relationship Banker – Personal Banking & Solutions

ghr; Louisiana (MO); Vor Ort; USD 74.501.000 - 92.575.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Incentive plans

Zusammenfassung

Bank of America in Lafayette, Colorado is hiring a client-focused banking professional to uncover personal and small business needs and connect clients to specialists. You will balance service requests, perform transactions, and proactively follow up with clients while meeting regulatory requirements.

Strong communication, sales experience, and ability to work weekends are required; notary commission within a few months is preferred where applicable.

Qualifikationen

• Minimum education: High School Diploma or equivalent.
• Associate or Bachelor degree in related field preferred.
• Experience in financial services is desirable.

Aufgaben

• Uncover personal banking needs and connect clients to specialists.
• Balance service requests and perform transactions.
• Refer to partners for licensed sales and quote rates/terms.
• Manage client interactions while adhering to regulatory guidelines.
• Assist clients with self-service banking tools and educate on features.

Kenntnisse

Active Listening

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

Ausbildung

High School Diploma / GED

Associate's Degree

Bachelor's Degree

Jobbeschreibung

Bank of America in Lafayette, Colorado is hiring a client-focused banking professional to uncover personal and small business needs and connect clients to specialists. You will balance service requests, perform transactions, and proactively follow up with clients while meeting regulatory requirements.

Strong communication, sales experience, and ability to work weekends are required; notary commission within a few months is preferred where applicable.