Relationship Banker: Client Solutions & Growth

Bank of America; Trumbull (CT); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America seeks a client-oriented team member to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to identify financial needs and connect clients with suitable solutions, while managing center flow and appointments in compliance with regulations.

The role emphasizes delivering a superior client experience, collaborating with specialists in lending, investments, and small business, and maintaining

Qualifications

• High School Diploma or GED required.
• Experience in financial services or sales is a plus.
• Ability to explain simple banking transactions and use self-service tools.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand financial priorities and connect clients to solutions.
• Build relationships to meet clients' financial needs and drive client experience.
• Manage center traffic, appointments, and outbound calls while adhering to laws and regulations.

Skills

Adaptability

Sales mindset

Client focus

Oral communication

Problem solving

Account management

Relationship building

Client solutions advisory

Pipeline management

Prospecting

Referral identification

Referral management

Education

High School Diploma

Job description

Bank of America seeks a client-oriented team member to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to identify financial needs and connect clients with suitable solutions, while managing center flow and appointments in compliance with regulations.

The role emphasizes delivering a superior client experience, collaborating with specialists in lending, investments, and small business, and maintaining