Relationship Banker: Client-First Banking Advisor

Bank of America; Garner (IA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused lobby service professional to educate clients on self-service tools and assist with transactions. You will process cash transactions accurately, engage clients in meaningful conversations to uncover financial priorities, and connect them with appropriate solutions to meet goals.

Responsibilities include building relationships, following bank guidelines, and supporting a positive client experience while maintaining compliance and

Qualifications

• High school diploma or GED required.
• Strong focus on customer service and cash handling experience.
• Ability to learn policies, processes and banking technology.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer 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 or equivalent

Job description

Bank of America in the United States is seeking a customer-focused lobby service professional to educate clients on self-service tools and assist with transactions. You will process cash transactions accurately, engage clients in meaningful conversations to uncover financial priorities, and connect them with appropriate solutions to meet goals.

Responsibilities include building relationships, following bank guidelines, and supporting a positive client experience while maintaining compliance and