Relationship Banker

Bank of America; Saint Peters (MO); On-site; USD 35,000 - 50,000; Full time

Job summary

Bank of America is seeking a Client Service Representative in Saint Peters, Missouri to engage clients, educate them on self-service banking, and process transactions efficiently. You will build relationships, meet financial needs, and adhere to banking regulations.

Successful candidates should be enthusiastic self-starters, effective communicators, and possess strong problem-solving skills. A high school diploma is required, and knowledge of financial services is preferred. This role demands a commitment to results and may require weekend work.

Qualifications

• Enthusiastic, highly motivated self-starter focused on results.
• Collaborative with strong relationship-building skills.
• Confidently identify solutions based on client needs.
• Effective communicator engaged with clients.
• Ability to learn and adapt to technology platforms.
• Strong critical thinking and problem-solving skills.

Responsibilities

• Process cash transactions for clients accurately.
• Execute the bank’s risk culture for operational excellence.
• Build relationships to meet financial needs.
• Manage financial center traffic and calls effectively.
• Drive client experience and manage 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

Job Overview

Position: Client Service RepresentativeLocation: Financial Center (exact location based on business needs)Shift: 1st shift (United States of America)Hours per week: 40This role involves engaging clients in the lobby to educate and assist with self‑service transactions such as mobile banking, online banking, or ATM.

Key Responsibilities

• Accurately and efficiently process cash transactions for clients as needed.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Required Qualifications

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Collaborative, building and nurturing strong relationships.
• Passionate, committed, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Effective communicator, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (ATM, online banking, mobile banking).
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Follow established processes and guidelines, adhering to all applicable laws and regulations.
• Efficiently manage time and capacity, focusing on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

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

Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.