Relationship Banker - Elevate Client Banking & Solutions

Bank of America; Belmont (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring in Belmont, NC to join our team as a client service professional focused on helping clients through in-branch interactions and self-service resources. You will educate clients on transactions, build relationships, and connect customers with solutions that support their financial goals.

The role emphasizes serving clients with accuracy, following bank processes, and adhering to laws and regulations while delivering a positive client experience in a collaborative,

Qualifications

• Experience in financial services and knowledge of financial services industry
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring in Belmont, NC to join our team as a client service professional focused on helping clients through in-branch interactions and self-service resources. You will educate clients on transactions, build relationships, and connect customers with solutions that support their financial goals.

The role emphasizes serving clients with accuracy, following bank processes, and adhering to laws and regulations while delivering a positive client experience in a collaborative,