Financial Solutions & Relationship Banker

Bank of America; Lakewood Township (NJ); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking a front-line client associate to engage customers in the lobby, educate on self-service tools, and handle cash transactions. You will have deep conversations to understand clients' priorities and connect them to suitable financial solutions.

Key responsibilities include maintaining risk culture, building client relationships, following processes, and driving a strong client experience while managing cash and center flow. Weekend/extended hours may be required.

Qualifications

• Experience in financial services industry
• 1 year of demonstrated successful sales experience with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s 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

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a front-line client associate to engage customers in the lobby, educate on self-service tools, and handle cash transactions. You will have deep conversations to understand clients' priorities and connect them to suitable financial solutions.

Key responsibilities include maintaining risk culture, building client relationships, following processes, and driving a strong client experience while managing cash and center flow. Weekend/extended hours may be required.