Relationship Banker: Client Solutions & Growth

NBMBAA; Kyle (TX); On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America in Texas seeks a client-facing associate to educate clients in lobby areas about self-service resources and to accurately handle cash transactions. You will build relationships, follow processes, and connect clients with solutions that meet their financial goals.

The role emphasizes client experience, collaboration with lending/investments experts, and adherence to laws. Weekend/extended hours may be required in an office-based, in-person setting.

Qualifications

• Demonstrates enthusiasm, strong work ethic and results orientation.
• Ability to build relationships and communicate effectively with clients.
• Comfortable learning and using new technology platforms and self-service tools.
• Flexible to work weekends and extended hours as needed.
• Knowledge of financial services and desire to help clients achieve financial goals.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently processes cash transactions for clients.
• Develops deep conversations to understand clients' financial priorities and connects them to solutions.
• Builds relationships to meet clients’ financial needs and supports bank processes and guidelines.
• Manages client flow, appointments, and outbound calls to enhance the client experience.
• Grows knowledge by collaborating with experts in lending and investments.
• Ensures compliance with applicable laws and regulations.

Skills

Enthusiastic self-starter

Strong work ethic

Relationship building

Effective communication

Flexible to weekends/extended hours

Time management

Customer focus

Adaptability

Critical thinking

Education

Bachelor’s degree or business-related associate degree

Tools

ATM & Online Banking basics

Job description

Bank of America in Texas seeks a client-facing associate to educate clients in lobby areas about self-service resources and to accurately handle cash transactions. You will build relationships, follow processes, and connect clients with solutions that meet their financial goals.

The role emphasizes client experience, collaboration with lending/investments experts, and adherence to laws. Weekend/extended hours may be required in an office-based, in-person setting.