Relationship Banker: Client Solutions & Guidance

National Black MBA Association; Tennessee; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Tennessee seeks a Client Service Associate to educate clients and assist with transactions using self-service resources like mobile and online banking or ATMs. You will process cash transactions accurately and engage clients in conversations to align financial goals with suitable solutions.

You will build relationships, follow processes, and support a strong client experience while handling cash and center operations; weekend hours may be required in this in-office role.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Ability to collaborate and build durable client relationships.
• Strong learning ability to adapt to new information and technology platforms.
• Willingness to work weekends and/or extended hours as needed.

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.
• Grows the client experience and drives satisfaction.
• 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’s Degree in business management, administration or finance

Job description

Bank of America in Tennessee seeks a Client Service Associate to educate clients and assist with transactions using self-service resources like mobile and online banking or ATMs. You will process cash transactions accurately and engage clients in conversations to align financial goals with suitable solutions.

You will build relationships, follow processes, and support a strong client experience while handling cash and center operations; weekend hours may be required in this in-office role.