Relationship Banker - Client Solutions & Growth

Bank of America; United States; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, understand client needs, and connect them to solutions to meet financial goals.

The role emphasizes risk culture, compliance with laws, and collaboration with experts in lending and investments, while ensuring excellent client experiences at the branch level.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to achieve goals and build relationships.
• Passion and drive to deliver an experience that improves clients’ financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating with all clients and educating on self-service banking.
• Learns and adapts to new information and technology platforms.
• Able to educate clients on simple banking through self-service channels.
• Uses critical thinking to meet clients’ needs.
• Follows established processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Focuses on results in the client interest.
• Willing to work weekends and/or extended hours at various locations.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with specialists in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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 / Secondary School or equivalent

Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, understand client needs, and connect them to solutions to meet financial goals.

The role emphasizes risk culture, compliance with laws, and collaboration with experts in lending and investments, while ensuring excellent client experiences at the branch level.