Relationship Banker: Elevate Client Banking & Solutions

Bank of America; Florida; On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions.

You will build relationships, follow established processes and applicable laws, and connect clients to solutions that meet their financial goals. Weekend and extended hours may be required, and you will prioritize delivering a trusted client experience.

Qualifications

• Must be an enthusiastic self-starter with a strong work ethic and results orientation.
• Collaborates effectively to build relationships with clients and teammates.
• Displays passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Communicates effectively and confidently with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking options (ATM, online, mobile).
• Applies strong critical thinking and problem-solving skills to client needs.
• Follows established processes and regulations to act in the best interest of clients and the bank.
• Manages time and capacity efficiently.
• Willing 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, compliant with laws and regulations
• Grows business knowledge 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 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

Job description

Bank of America in the United States is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions.

You will build relationships, follow established processes and applicable laws, and connect clients to solutions that meet their financial goals. Weekend and extended hours may be required, and you will prioritize delivering a trusted client experience.