Relationship Banker: Elevate Client Finances & Growth

Bank of America; New York (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in New York is seeking a client-focused service professional to engage clients in the lobby and assist with self-service transactions via ATM, online banking, or mobile apps. You will process cash transactions accurately and gain in-depth knowledge of clients' financial goals through meaningful conversations.

The role emphasizes delivering a great client experience, working within established processes, and collaborating with experts in small business, lending, and investments.

Qualifications

• High school diploma or GED required.
• Excellent communication and interpersonal skills.
• Experience with cash handling preferred.

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

Enthusiastic self-starter

Relationship building

Effective communication

Customer focus

Problem solving

Learning agility

Time management

Sales orientation

Self-service tech education

Education

Bachelor's Degree or business-related Associate's Degree

High School Diploma / GED

Job description

Bank of America in New York is seeking a client-focused service professional to engage clients in the lobby and assist with self-service transactions via ATM, online banking, or mobile apps. You will process cash transactions accurately and gain in-depth knowledge of clients' financial goals through meaningful conversations.

The role emphasizes delivering a great client experience, working within established processes, and collaborating with experts in small business, lending, and investments.