Relationship Banker: Client Solutions & Growth

Bank of America; Town of East Hampton (NY); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process transactions accurately. The role emphasizes deep conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include risk-aware operations, relationship-building, and supporting sales targets through effective client interactions.

Qualifications

• Minimum education is High School Diploma or GED as stated in the posting.
• Experience in financial services or sales is mentioned among desired qualifications.
• Ability to learn and adapt to new information and technology platforms is described.

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 laws and regulations.
• Grows business knowledge and network by partnering with experts in financial products and solutions.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

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

Job description

Bank of America in the United States seeks a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process transactions accurately. The role emphasizes deep conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include risk-aware operations, relationship-building, and supporting sales targets through effective client interactions.