Relationship Banker: Client Advocate & Financial Coach

Bank of America; Westerly (RI); On-site; USD 41,000 - 55,000; Full time

Job summary

Bank of America is recruiting for a client-focused banking role in the United States. The position emphasizes educating clients on self-service options, processing cash transactions, and building relationships to understand their financial goals.

Successful candidates will engage clients, follow compliant processes, and collaborate with banking experts to provide tailored solutions while delivering a high-quality client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

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

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

Bachelor's Degree or Associate’s Degree in business/finance

Job description

Bank of America is recruiting for a client-focused banking role in the United States. The position emphasizes educating clients on self-service options, processing cash transactions, and building relationships to understand their financial goals.

Successful candidates will engage clients, follow compliant processes, and collaborate with banking experts to provide tailored solutions while delivering a high-quality client experience.