Relationship Banker: Client Solutions & Growth Advocate

Bank of America; Woodinville (WA); On-site; USD 25,000 - 36,000; Full time

Job summary

Bank of America in Woodinville, WA seeks a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, following established processes, and supporting sales and service goals while ensuring compliance with laws and regulations. You will work with teammates to deliver an exceptional client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Delivers an experience that improves clients' financial lives while following laws and regulations.
• Identifies solutions for new and existing clients based on their needs.
• Confident in educating clients on self-service banking tools (ATM, online, mobile).
• Strong critical thinking and problem-solving skills to meet client needs.
• Follows established processes to do what is right for clients and the bank.
• Efficient time and capacity management, with weekend and extended hours as needed.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, per laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and 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 in Woodinville, WA seeks a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, following established processes, and supporting sales and service goals while ensuring compliance with laws and regulations. You will work with teammates to deliver an exceptional client experience.