Relationship Banker: Elevate Client Experiences & Solutions

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

Job summary

Bank of America in the United States is hiring for an in-branch Customer Service Associate to engage clients in the lobby and educate them on self-service options such as mobile banking, online banking, or ATM transactions. The role emphasizes accurately processing cash transactions and building trust through meaningful conversations about financial goals.

You will work to grow client relationships by collaborating with specialists in small business, lending, and investments, while ensuring

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture client relationships.
• Confident in identifying solutions for clients based on their needs.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on conducting self-service banking (ATM, online/mobile).
• Follows established processes and complies with laws to act in clients' and bank's best interests.
• Willing to work weekends or extended hours at a nearby financial center.

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 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

Client Focus

Relationship Building

Oral Communications

Problem Solving

Time Management

Sales Awareness

Learning Agility

Education

Bachelor's Degree

Business/Finance Associate Degree

Job description

Bank of America in the United States is hiring for an in-branch Customer Service Associate to engage clients in the lobby and educate them on self-service options such as mobile banking, online banking, or ATM transactions. The role emphasizes accurately processing cash transactions and building trust through meaningful conversations about financial goals.

You will work to grow client relationships by collaborating with specialists in small business, lending, and investments, while ensuring