Relationship Banker: Build Trust & Financial Solutions

Bank of America; New York (NY); On-site; USD 38,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking, and accurately process cash transactions. Build relationships to understand financial needs and connect clients to suitable lending, investment, and everyday banking solutions.

Maintain strong client service and regulatory compliance across daily activities. The role emphasizes proactive client engagement, a collaborative team environment, and opportunities to grow within a

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus
• Collaborates effectively to get things done and build relationships
• Delivers experiences that improve clients' financial lives
• Identifies client needs and educates on solutions
• Clear, confident communication with all clients
• Learns and adapts to new information and technologies
• Educates clients on self-service banking (ATM, online, mobile)
• Uses critical thinking to meet client needs

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes and regulations to act in the client and bank's best interests
• 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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED

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

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self-service banking, and accurately process cash transactions. Build relationships to understand financial needs and connect clients to suitable lending, investment, and everyday banking solutions.

Maintain strong client service and regulatory compliance across daily activities. The role emphasizes proactive client engagement, a collaborative team environment, and opportunities to grow within a