Relationship Banker: Client Growth & Solutions Specialist

Bank of America; Willistown Township (PA); On-site; USD 32,000 - 45,000; Full time

Job summary

Bank of America Corporation provides a service-focused environment where colleagues engage clients in the lobby to educate and assist with transactions via self-service channels. The role emphasizes accurate cash processing and in-depth conversations to align financial solutions with clients’ goals.

Candidates should possess strong communication, sales capability, and the ability to work weekends or extended hours at multiple centers within a reasonable distance, with a focus on compliance and

Qualifications

• High school diploma or equivalent required.
• One 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 such as business management, business administration or finance.

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 to do what is right for clients and the bank, adhering to laws/regulations.
• Grows business knowledge 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

Customer focus

Oral communications

Problem solving

Relationship building

Business development

Pipeline management

Education

High School Diploma / GED

Bachelor's Degree or business-related Associate’s Degree

Job description

Bank of America Corporation provides a service-focused environment where colleagues engage clients in the lobby to educate and assist with transactions via self-service channels. The role emphasizes accurate cash processing and in-depth conversations to align financial solutions with clients’ goals.

Candidates should possess strong communication, sales capability, and the ability to work weekends or extended hours at multiple centers within a reasonable distance, with a focus on compliance and