Relationship Banker: Client Solutions & Experience

Bank of America; Berlin (NJ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States (New Jersey) seeks a client service professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to appropriate financial solutions.

You will follow bank processes, support risk and compliance, handle cash responsibilities, and assist with appointments and outbound calls.

Qualifications

• Self-motivated with strong work ethic and client-first focus.
• Ability to identify banking solutions based on client needs.
• Comfortable engaging all clients and educating on digital tools.
• Follows laws, regulations, and bank processes to protect clients and the bank.
• Experience handling cash and processing transactions accurately.

Responsibilities

• Execute risk culture and strive for operational excellence.
• Build relationships to meet clients' financial needs.
• Follow processes and comply with laws and regulations.
• Grow knowledge by partnering with experts in lending, investments, and small business.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Adaptability

Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience

Business Development

Pipeline Management

Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Self-service banking platforms

Job description

Bank of America in the United States (New Jersey) seeks a client service professional to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to appropriate financial solutions.

You will follow bank processes, support risk and compliance, handle cash responsibilities, and assist with appointments and outbound calls.