Relationship Banker

Bank of America; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America is seeking a motivated Client Engagement Specialist in Phoenix, Arizona. The role involves engaging clients to educate them on self-service banking transactions while building strong relationships to meet their financial needs. Candidates should possess a Bachelor's degree, have a strong focus on customer service, and be adaptable to new technologies. The position requires processing cash transactions accurately and efficiently while managing client experiences at the financial center. Full-time availability with weekend shifts may be required.

Qualifications

• Must be enthusiastic and highly motivated with a strong work ethic.
• Collaborate effectively to build strong relationships.
• Confidently identify solutions for clients based on their needs.
• Able to educate clients on banking transactions through technology.
• Critical thinking and problem-solving skills are essential.

Responsibilities

• Engage clients in the lobby to educate on self-service resources.
• Build relationships with clients to meet their financial needs.
• Process cash transactions efficiently and accurately.
• Drive the client experience and manage financial center traffic.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Relationship Building

Business Development

Education

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

Job description

Job Description

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

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.
• Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance.

Required Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.

Desired 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.

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

Shift

1st shift (United States of America)

Hours Per Week

40