Relationship Banker: Client Advocate & Solutions Partner

Bank of America; United States; On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a role focused on engaging clients in the lobby and educating them on self‑service banking options such as mobile and online banking and ATMs. You will handle cash transactions, build client relationships, and connect clients with suitable financial solutions.

The position emphasizes delivering a superior client experience, operating within regulatory guidelines, and collaborating with specialists in lending and investments to meet clients’ goals.

Qualifications

• Enthusiastic, self‑starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client impact.
• Ability to learn and adapt to new information and self‑service technologies (ATM, online/mobile banking).
• Experience in financial services or sales in a salary+incentive environment is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with self‑service resources.
• Process cash transactions accurately and efficiently for clients.
• Build relationships and connect clients with solutions to meet financial goals.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls to drive client experience.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time management

Sales oriented

Education

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

Job description

Bank of America is seeking a role focused on engaging clients in the lobby and educating them on self‑service banking options such as mobile and online banking and ATMs. You will handle cash transactions, build client relationships, and connect clients with suitable financial solutions.

The position emphasizes delivering a superior client experience, operating within regulatory guidelines, and collaborating with specialists in lending and investments to meet clients’ goals.