Relationship Banker & Client Experience Advisor

Bank of America; Edinboro Estates (MD); On-site; USD 34,440 - 37,195; Full time

Job summary

Bank of America is seeking a client-focused associate to educate clients on self-service banking, process cash transactions, and connect them with financial solutions. The role emphasizes risk culture, operational excellence, and strong client relationships.

You will work with teams across small business, lending, and investments to meet clients' financial goals, including managing center traffic and outbound communications. Weekend/extended hours may be required.

Qualifications

• Demonstrated customer-focused Selling skills and drive to meet sales goals.
• Experience in financial services or related products is a plus.
• Ability to learn new information and adapt to technology platforms.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in banking products.
• Manages center traffic, appointments and outbound calls.
• Drives the client experience and loyalty.
• 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 Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or Associate’s Degree in business/finance

Job description

Bank of America is seeking a client-focused associate to educate clients on self-service banking, process cash transactions, and connect them with financial solutions. The role emphasizes risk culture, operational excellence, and strong client relationships.

You will work with teams across small business, lending, and investments to meet clients' financial goals, including managing center traffic and outbound communications. Weekend/extended hours may be required.