Relationship Banker - Client Experience & Solutions

Bank of America; Phoenix (AZ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring in Phoenix, AZ for a role that engages clients in the lobby, processes cash transactions, and guides customers to digital self-service options. The position requires weekend availability and up to 5% travel to financial centers. You will build client relationships, meet financial goals, and follow policies to ensure regulatory compliance.

The role emphasizes strong communication, sales capability, and adaptability within a supportive, in-office culture.

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.
• Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Build relationships to meet clients' financial needs and connect them to solutions.
• Follow established processes and guidelines to comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls to drive client experience.

Skills

Customer service

Sales experience

Cash handling

Communication

Adaptability

Education

Bachelor's degree or business-related Associate’s Degree

Job description

Bank of America is hiring in Phoenix, AZ for a role that engages clients in the lobby, processes cash transactions, and guides customers to digital self-service options. The position requires weekend availability and up to 5% travel to financial centers. You will build client relationships, meet financial goals, and follow policies to ensure regulatory compliance.

The role emphasizes strong communication, sales capability, and adaptability within a supportive, in-office culture.