Relationship Banker: Client Solutions & Growth Advisor

Bank of America Corporation; Paynes (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America Corporation is seeking candidates for a client-facing role at our Financial Center. You will engage clients in the lobby, educate on self-service resources, and process cash transactions accurately while building deep conversations to align solutions with clients’ goals.

Responsibilities include managing center traffic, appointments, and outbound calls, following processes, and delivering a superior client experience. Weekend and extended hours flexibility may be needed.

Qualifications

• Adaptability and resilience in a fast-paced environment.
• Strong business acumen with a customer-first mindset.
• Excellent communication skills with clients and teams.
• Ability to articulate solutions and guide clients to products.
• Proven problem-solving and critical-thinking abilities.
• Experience in account management and client relationship building.
• Knowledge of client experience branding and messaging.
• Experience managing client portfolios and relationships.
• Ability to advise on client solutions and cross-sell opportunities.
• Strong relationship-building and networking skills.
• Experience in business development and pipeline management.
• Experience in prospecting and lead identification.
• Competence in referral identification and management.

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

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

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America Corporation is seeking candidates for a client-facing role at our Financial Center. You will engage clients in the lobby, educate on self-service resources, and process cash transactions accurately while building deep conversations to align solutions with clients’ goals.

Responsibilities include managing center traffic, appointments, and outbound calls, following processes, and delivering a superior client experience. Weekend and extended hours flexibility may be needed.