Relationship Banker — Client Experience & Financial Solutions

NBMBAA

Fort Lauderdale (FL)

On-site

USD 38,000 - 45,000

Full time

4 days ago
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Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self‑service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to lending, investments, and small business solutions.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering an outstanding client experience.

Qualifications

  • Enthusiastic self-starter with strong work ethic and results orientation.
  • Collaborates effectively to build relationships and get things done.
  • Demonstrates passion and drive to improve clients' financial lives.

Responsibilities

  • Engages clients in the lobby to educate and assist with transactions through self‑service resources.
  • Processes cash transactions accurately and efficiently.
  • Builds relationships to meet clients' financial needs and connect them to solutions.
  • Grows knowledge by collaborating with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls; drives client experience.

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

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 client-focused associate to engage clients in the lobby, educate on self‑service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to lending, investments, and small business solutions.

Responsibilities include managing center traffic, appointments, and outbound calls while delivering an outstanding client experience.

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