Relationship Banker & Client Solutions Expert

Bank Of America; United States; Remote; GBP 26,000 - 28,000; Full time

Job summary

Bank Of America is seeking a friendly lobby associate to engage clients in the branch lobby and educate them on self-service options such as mobile banking, online banking, and ATM transactions. You will handle cash accurately while building relationships to understand clients' financial goals.

Responsibilities include managing center traffic, scheduling appointments, and collaborating with specialists in lending and investments to deliver solutions that meet client needs, all while upholding

Qualifications

• Self-starter with strong work ethic and results focus.
• Excellent communication and comfortable engaging with all clients.
• Ability to educate clients on self-service banking tools (ATM, online and mobile).
• Experience in financial services or sales is a plus.
• Six months of cash handling experience recommended.
• Bachelor's degree or business-related associate degree preferred.

Responsibilities

• Engage lobby clients and educate on self-service banking options.
• Process cash transactions accurately and efficiently.
• Build relationships to identify and meet clients' financial needs.
• Follow established processes and guidelines to ensure compliance with laws.
• Collaborate with experts in lending and investments to grow client solutions.
• Manage center traffic, appointments, and outbound calls.
• Drive a positive client experience while adhering to proper risk controls.

Skills

Customer focus

Communication

Adaptability

Problem solving

Relationship building

Time management

Sales experience

Self-starter

Education

High School Diploma or equivalent

Job description

Bank Of America is seeking a friendly lobby associate to engage clients in the branch lobby and educate them on self-service options such as mobile banking, online banking, and ATM transactions. You will handle cash accurately while building relationships to understand clients' financial goals.

Responsibilities include managing center traffic, scheduling appointments, and collaborating with specialists in lending and investments to deliver solutions that meet client needs, all while upholding