Relationship Banker: Client Advocate & Financial Solutions

National Black MBA Association; Newnan (GA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to educate customers in lobby interactions and help conduct transactions using self-service resources.

The role emphasizes deep conversations to understand financial priorities, connect clients to solutions, and deliver a superior client experience while complying with laws and bank policies. Weekend or extended hours may be required.

Qualifications

• Engages with clients to educate on self-service tools and banking transactions.
• Demonstrates ability to learn new information and technology platforms.
• Identifies solutions for client needs and financial goals.
• Adheres to laws and bank guidelines in daily activities.
• Manages time and capacity while focusing on results.

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 CommunicationsProblem 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 in the United States is seeking a client-focused associate to educate customers in lobby interactions and help conduct transactions using self-service resources.

The role emphasizes deep conversations to understand financial priorities, connect clients to solutions, and deliver a superior client experience while complying with laws and bank policies. Weekend or extended hours may be required.