Relationship Banker: Client Growth & Solutions Pro

National Black MBA Association; California (MO); Hybrid; USD 71,635,000 - 76,732,000; Full time

Job summary

Bank of America is seeking team-oriented professionals to educate clients in-lobby and assist with transactions via self-service resources like mobile and online banking. You will process cash, build client relationships, and connect customers to financial solutions based on their goals.

Responsibilities include managing center traffic and outbound communication, while adhering to laws and risk controls. The role requires weekend/extended hours and regional travel as needed.

Qualifications

• High School Diploma or GED required.
• Bachelor's degree or business-relevant Associate’s Degree is preferred.
• Experience in financial services and knowledge of financial products desirable.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

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 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking team-oriented professionals to educate clients in-lobby and assist with transactions via self-service resources like mobile and online banking. You will process cash, build client relationships, and connect customers to financial solutions based on their goals.

Responsibilities include managing center traffic and outbound communication, while adhering to laws and risk controls. The role requires weekend/extended hours and regional travel as needed.