In-Office Relationship Banker: Client Solutions & Growth

NBMBAA

Bridgeport, Northern (CT, KY)

Hybrid

USD 34,000 - 36,000

Full time

6 days ago
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Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Bridgeport, CT is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions.

The role emphasizes building relationships, understanding clients' financial goals, and connecting them with suitable banking solutions while maintaining compliance with laws and internal guidelines.

Qualifications

  • Enthusiastic self-starter with strong work ethic and results focus.
  • Collaborates effectively to build relationships and drive outcomes.
  • Passionate about delivering an improved financial experience for clients.
  • Able to identify solutions for new and existing clients based on their needs.
  • Confident communicator, comfortable engaging all clients.
  • Able to learn new information and technology platforms.
  • Educates clients on self-service banking transactions (ATM, online, mobile).
  • Uses critical thinking to meet client needs and follow laws/regulations.
  • Efficient time and capacity management.
  • Willing to work weekends or extended hours when needed.

Responsibilities

  • Engage clients in the lobby to educate and assist with self-service transactions.
  • Accurately and efficiently process cash transactions for clients.
  • Develop deep conversations to understand clients' financial goals and life priorities.
  • Connect clients to solutions that meet their financial objectives.
  • Build relationships with clients to meet financial needs and grow the business.
  • Manage cash handling and center traffic, appointments, and outbound calls.
  • Drive the client experience and adhere to risk culture and policies.

Skills

Adaptability
Business Acumen
Customer Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in Bridgeport, CT is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions.

The role emphasizes building relationships, understanding clients' financial goals, and connecting them with suitable banking solutions while maintaining compliance with laws and internal guidelines.

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