Relationship Banker | Client Growth & Banking Advisory

National Black MBA Association

Largo, Northern (FL, KY)

Hybrid

USD 32,000 - 52,000

Full time

3 days ago
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Job summary

Bank of America in the United States is seeking a client services professional to engage customers in the lobby, educate them on self‑service options, and accurately process cash transactions. The role emphasizes building relationships, following bank processes, and connecting clients to solutions while meeting legal and ethical standards.

Fluency in English and Spanish is required, and weekend or extended hours may be necessary.

Qualifications

  • Engages clients in the lobby to educate on self-service options (mobile/online banking, ATM).
  • Confidently helps clients with cash transactions and basic banking needs.
  • Requires fluent English and Spanish; ability to explain products clearly.

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

Customer service
Cash handling
Communication
Sales orientation
Time management
Bilingual English/Spanish

Education

High School Diploma or GED

Job description

Bank of America in the United States is seeking a client services professional to engage customers in the lobby, educate them on self‑service options, and accurately process cash transactions. The role emphasizes building relationships, following bank processes, and connecting clients to solutions while meeting legal and ethical standards.

Fluency in English and Spanish is required, and weekend or extended hours may be necessary.

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