Relationship Banker: Client Solutions & Growth

NBMBAA; Charlotte (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused Associate to greet clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, manage client flow, and connect clients to solutions that align with financial goals.

In this role, you will build relationships, follow procedures, and collaborate with specialists in lending, investments, and small business to enhance the client experience. Weekend or extended hours may be required.

Qualifications

• Requires strong interpersonal and sales-oriented skills with client-focused mindset.
• Experience in financial services or customer-facing roles is preferred.
• Ability to learn and adapt to new technologies and processes in a banking environment.

Responsibilities

• Engage clients in lobby to educate and assist with transactions via self-service channels.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet financial needs and connect clients to solutions.
• Follow established processes and regulatory guidelines in daily activities.
• Manage center traffic, appointments, and outbound calls; drive client experience.
• Collaborate with experts in small business, lending, and investments.

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

Job description

Bank of America is seeking a customer-focused Associate to greet clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, manage client flow, and connect clients to solutions that align with financial goals.

In this role, you will build relationships, follow procedures, and collaborate with specialists in lending, investments, and small business to enhance the client experience. Weekend or extended hours may be required.