Relationship Banker - Client Banking Advisor

Bank of America; Stone Ridge (VA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused lobby associate in the United States, Virginia area. The role educates clients on self-service options and assists with transactions via mobile, online banking, or ATM, while ensuring accurate cash handling and a strong client relationship.

You will engage clients to understand their financial goals, connect them with appropriate solutions, and support a smooth, compliant banking experience.

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience; Vietnamese or Spanish preferred.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

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

Relationship Building

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused lobby associate in the United States, Virginia area. The role educates clients on self-service options and assists with transactions via mobile, online banking, or ATM, while ensuring accurate cash handling and a strong client relationship.

You will engage clients to understand their financial goals, connect them with appropriate solutions, and support a smooth, compliant banking experience.