Relationship Banker – Client Finance & Solutions Expert

Bank of America; Holbrook (AZ); On-site; USD 34,440 - 36,878; Full time

Job summary

Bank of America is seeking a customer-focused associate in the branch environment to educate clients on transactions and self-service options, and to process cash and routine banking activities accurately and promptly.

You will build relationships to identify financial needs, guide customers to appropriate solutions, and collaborate with team members to deliver a seamless client experience across in-branch and self-service channels.

Qualifications

• 6 months cash-handling experience required.
• 1 year of successful sales experience in a salary-plus incentive environment.
• Bachelor’s degree or business-relevant associate’s degree in business/finance.
• Experience in financial services and knowledge of products and solutions.
• Bilingual Spanish is desirable.

Responsibilities

• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Educate clients on self-service channels and conduct transactions.
• Follow processes and guidelines in daily activities, complying with laws.
• Grow knowledge by collaborating with experts in lending, investments, and small business.
• Manage branch flow, appointments, and outbound calls; drive client experience.
• Handle cash responsibilities and ensure accuracy.

Skills

Bilingual Spanish (desirable)

Cash handling

Sales experience

Customer service oriented

Strong communication

Financial services knowledge

Education

Bachelor’s degree or business-relevant associate’s degree

Job description

Bank of America is seeking a customer-focused associate in the branch environment to educate clients on transactions and self-service options, and to process cash and routine banking activities accurately and promptly.

You will build relationships to identify financial needs, guide customers to appropriate solutions, and collaborate with team members to deliver a seamless client experience across in-branch and self-service channels.