Relationship Banker: Build Wealth & Client Relationships

Bank of America; Whitehall (Lehigh County); On-site; USD 36,000 - 56,000; Full time

Job summary

Bank of America is hiring a Client Service Associate to engage clients in the lobby and guide them through self-service options like mobile, online banking, and ATMs.

This role focuses on accurate cash handling, building relationships, and understanding clients' financial priorities to connect them with appropriate solutions. Strong communication and teamwork are essential in a fast-paced branch setting.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Collaborates effectively to meet client needs while following laws and bank policies.
• Ability to learn new information and technology platforms.
• Comfortable educating clients on self-service banking options.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Develop in-depth client knowledge to offer tailored financial solutions.
• Grows client relationships by connecting clients to bank experts.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and uphold risk culture.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Tools

ATM Technology

Online Banking Platforms

Mobile Banking Apps

Job description

Bank of America is hiring a Client Service Associate to engage clients in the lobby and guide them through self-service options like mobile, online banking, and ATMs.

This role focuses on accurate cash handling, building relationships, and understanding clients' financial priorities to connect them with appropriate solutions. Strong communication and teamwork are essential in a fast-paced branch setting.