Client Solutions & Relationship Banker

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

Job summary

Bank of America in the United States is hiring for a role that engages clients in the lobby to educate and assist with transactions via self-service resources. You will accurately process cash transactions and have in-depth conversations to understand financial priorities and connect clients to solutions.

This position emphasizes risk culture, customer relationships, and adherence to laws while working 40 hours in a 1st shift.

Qualifications

• Demonstrates enthusiasm, strong work ethic and results-driven focus for clients.
• Collaborates effectively to deliver for clients and the bank.
• Communicates clearly and confidently; adapts to new information and technology.

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 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

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is hiring for a role that engages clients in the lobby to educate and assist with transactions via self-service resources. You will accurately process cash transactions and have in-depth conversations to understand financial priorities and connect clients to solutions.

This position emphasizes risk culture, customer relationships, and adherence to laws while working 40 hours in a 1st shift.