Relationship Banker: Client Solutions & Banking Concierge

Bank of America; Ijamsville (MD); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America in the United States seeks a client-focused team member to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. The role builds relationships to meet financial needs and connects clients to solutions. Requires strong communication and adaptability.

The position emphasizes adherence to processes, regulatory compliance, and a collaborative, in-office culture with opportunities for career growth.

Qualifications

• Strong interpersonal and communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services is a plus.
• Cash handling experience is beneficial.

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 and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and 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 in the United States seeks a client-focused team member to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. The role builds relationships to meet financial needs and connects clients to solutions. Requires strong communication and adaptability.

The position emphasizes adherence to processes, regulatory compliance, and a collaborative, in-office culture with opportunities for career growth.