Relationship Banker - Client Experience & Growth

Bank of America; Potomac (MD); On-site; USD 20,664,000 - 27,552,000; Full time

Job summary

Bank of America is seeking a customer-focused lobby associate in Potomac, MD. The role centers on engaging clients, educating them on self‑service banking options, and processing cash transactions with accuracy.

You will build relationships, understand client needs, and connect them with appropriate financial solutions. The role requires strong communication, time management, and a proactive approach to learning new technology platforms like ATM, online banking, and mobile banking.

Qualifications

• Must be a self-motivated individual with a strong work ethic and client‑focused mindset.
• Ability to engage clients and educate on self‑service banking options.
• Excellent communication and relationship-building skills to serve clients and meet goals.
• Comfortable learning new information and technologies, including ATM, online, and mobile banking.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking channels.
• Process cash transactions accurately and efficiently as needed.
• Build relationships to meet clients' financial needs and goals.
• Follow established processes and comply with laws and regulations.
• Grow knowledge by partnering with specialists in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls to support client experience.
• Handle cash responsibilities and drive client experience while maintaining accuracy.

Skills

Enthusiastic self-starter

Client focus

Communication

Relationship building

Learning new technology

Self-service guidance

Time management

Problem solving

Weekend availability

Cash handling

Education

High School Diploma

Bachelor's or Associate in business/finance

Job description

Bank of America is seeking a customer-focused lobby associate in Potomac, MD. The role centers on engaging clients, educating them on self‑service banking options, and processing cash transactions with accuracy.

You will build relationships, understand client needs, and connect them with appropriate financial solutions. The role requires strong communication, time management, and a proactive approach to learning new technology platforms like ATM, online banking, and mobile banking.