Relationship Banker: Elevate Client Experience & Growth

Bank of America; Fort Worth (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America seeks a customer-focused teammate to educate clients on self-service options and process cash transactions accurately in the lobby. You will build relationships, uncover financial needs, and connect clients with appropriate solutions while complying with laws and bank policies.

The role emphasizes delivering a strong client experience, managing center traffic and appointments, and collaborating with specialists in lending, investments, and small business to grow relationships.

Qualifications

• Engage clients in the lobby and educate on self-service channels (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients’ financial needs and goals.
• Follow processes and comply with laws/regulations to protect clients and the bank.

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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor’s degree or business related associate

Job description

Bank of America seeks a customer-focused teammate to educate clients on self-service options and process cash transactions accurately in the lobby. You will build relationships, uncover financial needs, and connect clients with appropriate solutions while complying with laws and bank policies.

The role emphasizes delivering a strong client experience, managing center traffic and appointments, and collaborating with specialists in lending, investments, and small business to grow relationships.