Relationship Banker: Elevate Client Banking & Advice

Bank of America; Georgia; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in the United States is seeking a frontline Client Service Professional to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash and guide clients through mobile, online, and ATM options to meet their financial goals.

The role emphasizes building strong client relationships, delivering an exceptional experience, and adhering to regulatory guidelines while supporting a flexible in-office culture.

Qualifications

• High school diploma or GED required.
• Must be willing to work weekends and extended hours as needed.
• Experience in financial services and sales in a salary-plus-incentive environment is preferred.
• Bachelor’s or related business degree is a plus.

Responsibilities

• Executes the bank's risk culture and maintains operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines while complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to customers.
• Drives the client experience and delivers service quality.
• Manages cash responsibilities as part of daily operations.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Relationship Building

Sales Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Bachelor’s Degree

Job description

Bank of America in the United States is seeking a frontline Client Service Professional to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash and guide clients through mobile, online, and ATM options to meet their financial goals.

The role emphasizes building strong client relationships, delivering an exceptional experience, and adhering to regulatory guidelines while supporting a flexible in-office culture.