Relationship Banker: Client Solutions & Growth

Bank of America; Midlothian (TX); On-site; USD 32,000 - 48,000; Full time

Job summary

Bank of America is seeking a client services associate to engage clients in the lobby, educate and assist with self-service banking (mobile/online/ATM), and accurately process cash transactions. You will build relationships, discuss financial priorities, and connect clients to solutions that meet their goals.

You'll join a team focused on delivering an exceptional client experience, following policy guidelines, and supporting community financial health.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer focus

Relationship building

Communication

Problem solving

Account management

Client experience branding

Client management

Client solutions advisory

Prospecting

Referral management

Education

High School Diploma

Bachelor's Degree or associate’s Degree in business/finance

Job description

Bank of America is seeking a client services associate to engage clients in the lobby, educate and assist with self-service banking (mobile/online/ATM), and accurately process cash transactions. You will build relationships, discuss financial priorities, and connect clients to solutions that meet their goals.

You'll join a team focused on delivering an exceptional client experience, following policy guidelines, and supporting community financial health.