Relationship Banker: Build Relationships & Solutions

Bank of America; Phoenix (AZ); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is hiring for a client-engagement role in the lobby, focusing on educating clients on self-service tools and conducting transactions with care. The position requires strong relationship skills and the ability to process cash transactions accurately while delivering exceptional client experiences.

Responsibilities include building client trust, following compliant processes, and collaborating with specialists in lending, investments, and small business to meet client needs.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Passion and drive to improve clients' financial lives and deliver great service.
• Confident in identifying solutions for new and existing clients based on their needs.
• Effective communicator comfortable engaging all clients.

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 to act in clients' and the bank's best interests, complying with 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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Client Solutions Advisory

Client Experience Branding

Client Management

Business Development

Business Acumen

Education

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

Job description

Bank of America is hiring for a client-engagement role in the lobby, focusing on educating clients on self-service tools and conducting transactions with care. The position requires strong relationship skills and the ability to process cash transactions accurately while delivering exceptional client experiences.

Responsibilities include building client trust, following compliant processes, and collaborating with specialists in lending, investments, and small business to meet client needs.