Relationship Banker: Build Client Solutions & Growth

Bank of America; Middletown Township (NJ); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will process cash transactions and build relationships to meet financial goals while connecting clients to suitable solutions.

The role emphasizes risk awareness, compliance, and delivering a superior client experience across the branch network.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Confident in identifying solutions for clients' needs.
• Learns new information and technology platforms.
• Able to educate clients on self-service banking.
• Adheres to laws and bank policies in daily activities.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do right for clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages 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

Bachelor's Degree or Associate’s Degree in Business/Finance

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will process cash transactions and build relationships to meet financial goals while connecting clients to suitable solutions.

The role emphasizes risk awareness, compliance, and delivering a superior client experience across the branch network.