Relationship Banker: Elevate Client Finances

Bank of America; Town of Florida (NY); On-site; USD 38,000 - 60,000; Full time

Job summary

Bank of America in New York’s financial centers is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, understanding client needs, and connecting customers with banking solutions while complying with laws and internal guidelines. Weekend shifts may be required. Strong communication and adaptability are essential to delivering a superior client experience.

Qualifications

• High school diploma or equivalent is required.
• Bachelor’s degree in business, finance, or related field is preferred for growth.
• Strong communication, relationship-building and sales aptitude are essential.

Responsibilities

• Engage clients in the lobby and educate on self-service options.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes, policies and regulatory requirements in daily activities.
• Grow knowledge of banking products with partners in lending and investments.
• Manage center traffic, appointments and outbound calls to enhance client experience.
• Support weekends or extended hours as needed at various centers.

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

High School Diploma / GED

Bachelor's Degree in Business/Finance

Job description

Bank of America in New York’s financial centers is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately.

The role emphasizes building relationships, understanding client needs, and connecting customers with banking solutions while complying with laws and internal guidelines. Weekend shifts may be required. Strong communication and adaptability are essential to delivering a superior client experience.