Relationship Banker — Build Client Finance Solutions

Bank of America; Holbrook (AZ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in the United States seeks a client-facing associate to engage clients in the lobby, educate on mobile and online banking, and assist with transactions. You will process cash transactions accurately while building relationships to meet financial goals.

This role requires strong communication, a service mindset, and the ability to work with diverse clients. Some weekend or extended hours may be needed to support branch needs.

Qualifications

• Experience in financial services and knowledge of 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a client-facing associate to engage clients in the lobby, educate on mobile and online banking, and assist with transactions. You will process cash transactions accurately while building relationships to meet financial goals.

This role requires strong communication, a service mindset, and the ability to work with diverse clients. Some weekend or extended hours may be needed to support branch needs.