Relationship Banker: Elevate Client Experience & Solutions

Bank of America; Montvale (NJ); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking an in-branch Client Service professional to educate clients on self-service channels and assist with transactions. You will handle cash, build client relationships, and connect clients to appropriate financial solutions.

The role requires strong communication, adherence to regulations, and the ability to work weekends or extended hours across various financial centers.

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• High School Diploma or GED or equivalent.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, adhering to laws and regulations.
• Grows 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

Bachelor's Degree in Business/Finance

Associate’s Degree in Business

Job description

Bank of America in the United States is seeking an in-branch Client Service professional to educate clients on self-service channels and assist with transactions. You will handle cash, build client relationships, and connect clients to appropriate financial solutions.

The role requires strong communication, adherence to regulations, and the ability to work weekends or extended hours across various financial centers.