Relationship Banker: Client Advocate & Solutions Expert

94-1687665 Bank of America, National Association; United States; On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

Competitive benefits

Inclusive workplace

Job summary

Bank of America is seeking a motivated Client Service Representative to engage clients in the lobby and assist with transactions via self-service channels. You will process cash accurately and discuss clients’ financial priorities to connect them with suitable solutions.

The role emphasizes risk culture, regulatory compliance, and delivering a great client experience. Weekend and location flexibility may be required; a High School Diploma or GED is the minimum education.

Qualifications

• HS diploma or equivalent required.
• Experience in financial services is a plus.
• Strong communication and relationship-building skills.
• Willingness to work weekends and flexible hours.

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

Business Development Pipeline

Prospecting Referral Identification

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a motivated Client Service Representative to engage clients in the lobby and assist with transactions via self-service channels. You will process cash accurately and discuss clients’ financial priorities to connect them with suitable solutions.

The role emphasizes risk culture, regulatory compliance, and delivering a great client experience. Weekend and location flexibility may be required; a High School Diploma or GED is the minimum education.