Relationship Banker: Elevate Client Experience

Bank of America

Upper Marlboro (MD)

On-site

USD 34,000 - 37,000

Full time

4 days ago
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Benefits offered by this job

Competitive benefits
Paid time off
Career development

Job summary

Bank of America in Maryland is seeking a client-focused associate to assist lobby clients with transactions via self-service channels such as mobile and online banking. The role emphasizes accurate cash handling, deep conversations to understand client priorities, and connecting clients to suitable financial solutions.

Ideal candidates demonstrate relationship-building skills, strong communication, and the ability to educate customers on self-service options while complying with laws and bank

Qualifications

  • High School Diploma or GED is required.
  • Bachelor's Degree or business-relevant Associate's Degree is preferred per qualifications.
  • Experience in financial services and knowledge of products and solutions is a plus.
  • One year of demonstrated successful sales experience in a salary plus incentive environment is a plus.

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 to do what is right for clients and the bank, adhering to applicable laws.
  • Grows business knowledge by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

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

Education

High School Diploma or GED
Bachelor's Degree or business-relevant Associate's Degree

Tools

N/A

Job description

Bank of America in Maryland is seeking a client-focused associate to assist lobby clients with transactions via self-service channels such as mobile and online banking. The role emphasizes accurate cash handling, deep conversations to understand client priorities, and connecting clients to suitable financial solutions.

Ideal candidates demonstrate relationship-building skills, strong communication, and the ability to educate customers on self-service options while complying with laws and bank

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