Relationship Banker: Client Advisor & Banking Concierge

Bank of America Corporation; Town of Riverview (WI); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America Corporation in the United States is seeking a Customer Service professional to engage clients in the lobby, educate and assist with self-service banking, and process cash transactions accurately. You will engage clients in conversations to understand their financial priorities and connect them with suitable solutions.

The role requires building relationships, following processes and regulations, and working weekends or extended hours as needed within a network of financial

Qualifications

• High School Diploma or GED or equivalent.
• Experience in financial services and knowledge of financial products and solutions.
• Six months of cash handling experience.
• One year of demonstrated sales experience in a salary plus incentive environment with individual sales goals.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Communication

Problem Solving

Relationship Building

Time Management

Sales Aptitude

Client Experience

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation in the United States is seeking a Customer Service professional to engage clients in the lobby, educate and assist with self-service banking, and process cash transactions accurately. You will engage clients in conversations to understand their financial priorities and connect them with suitable solutions.

The role requires building relationships, following processes and regulations, and working weekends or extended hours as needed within a network of financial