Relationship Banker: Client Experience & Solutions Pro

Bank of America

North Ogden (UT)

On-site

USD 21,000 - 26,000

Full time

3 days ago
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Job summary

Bank of America is hiring to engage clients in the lobby, educate them on self-service banking, and process transactions efficiently. You will build relationships, understand financial goals, and connect clients to suitable solutions while managing cash and center flow.

The role emphasizes delivering excellent client experiences, adhering to policies, and working collaboratively with teams to support community financial well-being.

Qualifications

  • Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
  • Collaborates effectively to build relationships and drive client outcomes.
  • Passion and drive to deliver an experience that improves clients' financial lives.
  • Identifies solutions for new and existing clients based on needs.
  • Communicates effectively and confidently with all clients.
  • Learns and adapts to new information and technology platforms.
  • Educates clients on self-service options (ATM, online/mobile banking).
  • Applies critical thinking and problem-solving to meet client needs.
  • Follows established processes and regulations in daily activities.
  • Manages time and capacity efficiently, focusing on results.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows processes to do what is right for clients and the bank.
  • Grows business knowledge by partnering with experts in lending and investments.
  • Manages center traffic, appointments, and outbound calls.
  • Drives the client experience and supports cash handling duties.

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

Job description

Bank of America is hiring to engage clients in the lobby, educate them on self-service banking, and process transactions efficiently. You will build relationships, understand financial goals, and connect clients to suitable solutions while managing cash and center flow.

The role emphasizes delivering excellent client experiences, adhering to policies, and working collaboratively with teams to support community financial well-being.

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