Relationship Banker: Client-Focused Financial Advisor

Bank of America; Rincon (NM); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America is seeking a Customer Service Associate to greet clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, understand clients' financial priorities, and connect them to solutions to meet their goals.

The role emphasizes service excellence, compliance with laws, and collaboration with specialists across banking products. Weekend and extended hours may be required in a busy financial center.

Qualifications

• Experience in financial services and knowledge of financial products and solutions
• 1 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-relevant Associate's Degree as listed

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

Relationship Building

Customer and Client Focus

Problem Solving

Oral Communications

Adaptability

Business Acumen

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Client Experience Branding

Business Development

Education

Bachelor's Degree or business-relevant Associate's Degree (business management, business administration or finance)

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a Customer Service Associate to greet clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, understand clients' financial priorities, and connect them to solutions to meet their goals.

The role emphasizes service excellence, compliance with laws, and collaboration with specialists across banking products. Weekend and extended hours may be required in a busy financial center.