In-Branch Relationship Banker: Client Advocate & Advisor

Bank of America; Kansas City (MO); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately. The role emphasizes building trusted relationships, following policies, and guiding clients to solutions that meet their financial goals.

You will work in an in-office environment with flexible center assignments, training at a central location, and opportunities for growth across the network.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment 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 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

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 customer-focused associate to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately. The role emphasizes building trusted relationships, following policies, and guiding clients to solutions that meet their financial goals.

You will work in an in-office environment with flexible center assignments, training at a central location, and opportunities for growth across the network.