Relationship Banker: Client Advocate & Financial Solutions

Bank of America Corporation

Riverview (AL)

On-site

USD 29,000 - 39,000

Full time

9 days ago

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Job summary

Bank of America Corporation is seeking to recruit a client-focused associate to engage clients in the lobby and assist with self-service transactions, including ATM, mobile and online banking. The role emphasizes accurate cash handling, deep conversations about financial goals, and connecting clients to tailored solutions.

The position requires strong communication, problem solving, and the ability to educate clients on self-service banking while following all laws and regulations.

Qualifications

  • Must be enthusiastic, self-motivated and result-driven with a strong work ethic.
  • Ability to collaborate and build relationships to meet client needs.
  • Clear communication and comfort engaging with diverse clients.
  • Capability to learn new information and technology platforms quickly.
  • Ability to educate clients on self-service banking tools (ATM, online, mobile).
  • Strong problem-solving and critical thinking to meet client needs.
  • Adherence to processes, guidelines, and regulations in daily activities.
  • Effective time management and capacity planning to handle client flow.

Responsibilities

  • Engage clients in the lobby to educate and assist with self-service transactions.
  • Process cash transactions accurately and efficiently for clients.
  • Develop in-depth knowledge of client financial needs to connect to solutions.
  • Build relationships to meet financial needs and drive client experience.
  • Manage center traffic, appointments, and outbound calls effectively.
  • Follow risk culture and operate with operational excellence.

Skills

Customer focus
Communication
Problem solving
Time management
Self-motivation
Adaptability
Relationship building

Education

High School Diploma
Bachelor’s Degree

Job description

Bank of America Corporation is seeking to recruit a client-focused associate to engage clients in the lobby and assist with self-service transactions, including ATM, mobile and online banking. The role emphasizes accurate cash handling, deep conversations about financial goals, and connecting clients to tailored solutions.

The position requires strong communication, problem solving, and the ability to educate clients on self-service banking while following all laws and regulations.

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