Relationship Banker — Client Advisor & Cash Specialist

Bank of America

Avon (IN)

On-site

USD 36,000 - 48,000

Full time

2 days ago
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Job summary

Bank of America is hiring for a role in the United States that focuses on engaging clients in the lobby, educating on self-service options, and processing cash transactions. You will develop deep conversations to learn clients' financial priorities and connect them to suitable solutions.

The position requires strong communication, problem-solving, and ability to work with diverse clients. In-office culture with defined in-office expectations and some role-based flexibility.

Qualifications

  • Enthusiastic self-starter with strong work ethic and results-oriented mindset.
  • Ability to collaborate to meet client needs and build relationships.
  • Passion and drive to deliver experiences that improve clients' financial lives.
  • Ability to identify solutions for new and existing clients based on their needs.
  • Confident communication with clients and ability to explain basic banking transactions.
  • Will follow established processes and regulatory guidelines in daily activities.

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 bank's best interest.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages bank center traffic, appointments, and outbound calls.
  • Drives the client experience and ensures accurate cash handling.

Skills

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a role in the United States that focuses on engaging clients in the lobby, educating on self-service options, and processing cash transactions. You will develop deep conversations to learn clients' financial priorities and connect them to suitable solutions.

The position requires strong communication, problem-solving, and ability to work with diverse clients. In-office culture with defined in-office expectations and some role-based flexibility.

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