Relationship Banker: Build Trust, Solve Financial Needs

Bank of America; Clearwater (FL); On-site; USD 32,000 - 36,000; Full time

Job summary

Bank of America in Clearwater, FL is seeking a client-focused employee to engage with customers in the lobby, educate on self-service banking, and assist with transactions via mobile, online, or ATM. You will confidently discuss needs and connect clients to suitable financial solutions while maintaining accuracy and compliance.

This 40-hour per week role requires weekend availability and a proactive service mindset to drive a positive client experience at a busy financial center.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion and drive to deliver a banking experience.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on basic banking transactions via self-service tools (ATM/online/mobile).
• Applies strong problem-solving skills to client needs.
• Follows established processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on results in the best interest of the client.
• Weekend and/or extended hours may be required at various centers.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service banking resources.
• Processes cash transactions accurately and efficiently as needed.
• Conversations aim to understand clients' financial priorities and connect to solutions.
• Builds relationships to meet clients' financial needs.
• Supports a compliant, customer-focused experience.

Skills

Adaptability

Customer Focus

Oral Communication

Problem Solving

Relationship Building

Account Management

Client Solutions Advisory

Client Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in Clearwater, FL is seeking a client-focused employee to engage with customers in the lobby, educate on self-service banking, and assist with transactions via mobile, online, or ATM. You will confidently discuss needs and connect clients to suitable financial solutions while maintaining accuracy and compliance.

This 40-hour per week role requires weekend availability and a proactive service mindset to drive a positive client experience at a busy financial center.