Relationship Banker | Client Advocate & Cash Expert

Bank of America; Brockton (MA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America seeks a customer-focused teammate to engage clients in-branch, educate on self-service options, and process cash transactions accurately. You will build relationships, understand clients' financial goals, and connect them with suitable banking solutions.

Role requires strong communication, adaptability to technology, and willingness to work weekends or extended hours at various branch locations within reasonable distance. Competitive benefits offered.

Qualifications

• Enthusiastic self-starter with strong work ethic focused on results.
• Collaborates well and builds strong client relationships.
• Able to explain self-service banking to clients.
• Skilled in identifying client solutions based on needs.
• Excellent communication and adaptability to new technology.

Responsibilities

• Engages clients in the lobby to educate on self-service resources and how to conduct transactions.
• Processes cash transactions accurately and efficiently.
• Gleans deep understanding of clients' financial goals through meaningful conversations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to optimize service flow.
• Drives the client experience while upholding the bank's risk culture and standards.
• Maintains cash handling responsibilities and ensures compliance with policies.

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America seeks a customer-focused teammate to engage clients in-branch, educate on self-service options, and process cash transactions accurately. You will build relationships, understand clients' financial goals, and connect them with suitable banking solutions.

Role requires strong communication, adaptability to technology, and willingness to work weekends or extended hours at various branch locations within reasonable distance. Competitive benefits offered.