Relationship Banker: Client Advocate & Financial Solutions

Bank of America

Franklin (TN)

On-site

USD 32,000 - 52,000

Full time

14 days+
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Job summary

Bank of America is seeking a client-focused banking professional to engage clients in-branch, educate on self-service channels, and process cash transactions with precision. You will build relationships, uncover financial needs, and connect clients to lending, investments and everyday banking solutions.

The role emphasizes a strong work ethic, adaptability, and teamwork in a busy financial center. Weekend or extended hours may be required at various locations.

Qualifications

  • Minimum education: High School Diploma or equivalent.
  • Bachelor's or related associate degree preferred for advancement.
  • Strong interpersonal and communication skills are required.

Responsibilities

  • Executes daily banking transactions with accuracy and efficiency.
  • Builds client relationships to understand financial needs and offer solutions.
  • Follows processes and guidelines, complying with laws and regulations.
  • Collaborates with specialists in small business, lending, and investments to grow client relationships.
  • Manages center traffic, appointments, and outbound calls to drive the client experience.
  • Handles cash responsibilities and supports a positive, compliant environment.

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 is seeking a client-focused banking professional to engage clients in-branch, educate on self-service channels, and process cash transactions with precision. You will build relationships, uncover financial needs, and connect clients to lending, investments and everyday banking solutions.

The role emphasizes a strong work ethic, adaptability, and teamwork in a busy financial center. Weekend or extended hours may be required at various locations.

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