Relationship Banker: Elevate Client Banking & Solutions

National Black MBA Association

Atlanta, Northern (GA, KY)

Hybrid

USD 32,000 - 42,000

Full time

12 days ago
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Job summary

Bank of America in Atlanta seeks a Client Services Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately.

You will build relationships, follow procedures, and connect clients to financial solutions while meeting regulatory requirements. Weekend and extended hours may be required.

This role emphasizes service quality, teamwork, and a commitment to helping clients achieve their financial goals.

Qualifications

  • Required: high school diploma or equivalent; ability to learn and adapt to technology platforms.
  • Desired: bachelor's degree or related associate degree in business, finance, or similar.

Responsibilities

  • Engages clients in the lobby to educate and assist with transactions via self-service resources (mobile/online banking, ATM).
  • Processes cash transactions accurately and efficiently.
  • Builds relationships to meet clients' financial needs and connects clients to suitable solutions.
  • Follows established processes and guidelines to comply with laws and regulations.
  • Manages center traffic, appointments, and outbound calls; drives client experience.

Skills

Adaptability
Customer and Client Focus
Relationship Building
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Sales experience
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED
Bachelor's Degree or business/s finance associate degree

Job description

Bank of America in Atlanta seeks a Client Services Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately.

You will build relationships, follow procedures, and connect clients to financial solutions while meeting regulatory requirements. Weekend and extended hours may be required.

This role emphasizes service quality, teamwork, and a commitment to helping clients achieve their financial goals.

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