Relationship Banker: Client Experience & Growth Advocate

Bank of America Corporation

Tulsa (OK)

On-site

USD 19,000 - 25,000

Full time

4 days ago
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Job summary

Bank of America is hiring a front-line Teller to engage clients in the lobby and assist with self-service banking options. You will process cash transactions, build client relationships, and support everyday banking needs while ensuring compliance with policies and regulations.

The role emphasizes accurate cash handling, customer service excellence, and collaboration with other specialists to meet clients’ financial goals. Weekend availability is often required.

Qualifications

  • Experience in financial services and knowledge of financial services industry, 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

Responsibilities

  • Engages clients in the lobby to educate and assist with transactions through self-service resources
  • Processes cash transactions accurately and efficiently
  • Builds relationships with clients to meet financial needs
  • Follows established processes and guidelines while complying with laws and regulations
  • Manages financial center traffic, appointments, and outbound calls
  • Drives the client experience and supports yields from cross-sell opportunities
  • Assists clients with basic banking tasks via ATM, online and mobile channels
  • Maintains knowledge across small business, lending and investments to serve clients better
  • Supports teamwork and demonstrates a strong work ethic with a focus on results
  • Is adaptable, learns new information quickly, and communicates clearly with clients

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 business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring a front-line Teller to engage clients in the lobby and assist with self-service banking options. You will process cash transactions, build client relationships, and support everyday banking needs while ensuring compliance with policies and regulations.

The role emphasizes accurate cash handling, customer service excellence, and collaboration with other specialists to meet clients’ financial goals. Weekend availability is often required.

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