Relationship Banker: Elevate Client Experiences

Bank of America; Wellington (FL); On-site; USD 36,000 - 60,000; Full time

Job summary

Bank of America in Wellington, FL is seeking a client-focused associate to educate customers and assist with transactions via self-service options, mobile, online, and ATM channels. You will handle cash transactions accurately, engage in meaningful conversations about financial goals, and connect clients to suitable solutions.

The role emphasizes relationship building, collaboration with specialists, and delivering an exceptional client experience while adhering to policies and regulatory

Qualifications

• Demonstrates adaptability and a strong work ethic.
• Clear communication and client-focused mindset.
• Ability to analyze client needs and propose appropriate solutions.
• Excellent problem-solving and time-management skills.
• Strong relationship-building and client-management capabilities.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Conduct deep conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs and grow the business.
• Follow established processes and comply with laws and regulations.
• Manage cash responsibilities and bank center traffic, appointments, and calls.
• Drive the client experience through proactive service.

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

Bachelor's Degree in Business/Finance

Business-related Associate’s Degree

High School Diploma / GED

Job description

Bank of America in Wellington, FL is seeking a client-focused associate to educate customers and assist with transactions via self-service options, mobile, online, and ATM channels. You will handle cash transactions accurately, engage in meaningful conversations about financial goals, and connect clients to suitable solutions.

The role emphasizes relationship building, collaboration with specialists, and delivering an exceptional client experience while adhering to policies and regulatory