Relationship Banker: Client Advisor & Cash Specialist

94-1687665 Bank of America, National Association; Galveston (TX); Presencial; USD 32.000 - 54.000; Jornada completa

Descripción de la vacante

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will deepen client relationships, identify solutions, and connect customers to banking services that fit their financial goals.

You will work within a structured process, handle cash responsibly, and coordinate with specialists in lending, investments, and small business to grow the client base.

Formación

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Responsabilidades

• 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.

Conocimientos

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Educación

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Descripción del empleo

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will deepen client relationships, identify solutions, and connect customers to banking services that fit their financial goals.

You will work within a structured process, handle cash responsibly, and coordinate with specialists in lending, investments, and small business to grow the client base.