Relationship Banker: Client Solutions & Growth

Bank of America; Town of Lawrence (NY); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a client-focused associate to greet clients in the lobby, educate them on self-service options, and help them complete transactions with accuracy and courtesy.

The role emphasizes building deep client relationships, understanding financial goals, and connecting customers to appropriate solutions, while working a 40-hour week with potential weekend shifts.

Qualifications

• Self-starter with strong work ethic and results focus to benefit clients.
• Collaborates effectively to build and nurture relationships.
• Confident in identifying solutions for client needs using bank channels.
• Excellent communication and comfort engaging diverse clients.

Responsibilities

• Engage clients in lobby and educate on transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Grow relationships by connecting clients to banking solutions.
• Manage center traffic, appointments, and outbound calls.

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in the United States seeks a client-focused associate to greet clients in the lobby, educate them on self-service options, and help them complete transactions with accuracy and courtesy.

The role emphasizes building deep client relationships, understanding financial goals, and connecting customers to appropriate solutions, while working a 40-hour week with potential weekend shifts.