Relationship Banker: Client Engagement & Financial Solutions

Bank of America; Wellington (KY); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-focused representative to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients with suitable financial solutions to meet their goals.

The role requires a proactive learner who can handle weekends or extended hours as needed and communicate effectively with a diverse client base.

Qualifications

• Customer-focused mindset with strong communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Comfort engaging all clients and identifying appropriate financial solutions.

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 to serve clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages cash responsibilities and client flow at the center.

Skills

Adaptability

Customer focus

Oral communication

Problem solving

Relationship building

Education

High School diploma / GED

Bachelor's or related Associate's

Job description

Bank of America is seeking a customer-focused representative to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients with suitable financial solutions to meet their goals.

The role requires a proactive learner who can handle weekends or extended hours as needed and communicate effectively with a diverse client base.