Relationship Banker: Elevate Client Financial Journeys

Bank of America

Durham (NC)

On-site

USD 34,000 - 48,000

Full time

3 days ago
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Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process transactions efficiently. You will develop deep conversations to understand financial priorities and connect clients to suitable solutions.

Responsibilities include managing cash, coordinating with specialists, and delivering a high-quality client experience in a fast-paced branch setting. This role requires weekend hours and flexibility across centers.

Qualifications

  • Enthusiastic and motivated self-starter with focus on results
  • Collaborates effectively to meet client needs and company goals
  • Strong communication skills and ability to educate clients on banking options
  • Ability to learn new information and adapt to technology platforms

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence
  • Builds relationships with clients to meet financial needs
  • Follows processes and guidelines to act in clients' and bank's best interests
  • Grows knowledge by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls
  • Drives the client experience
  • Manages cash responsibilities

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 or GED

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process transactions efficiently. You will develop deep conversations to understand financial priorities and connect clients to suitable solutions.

Responsibilities include managing cash, coordinating with specialists, and delivering a high-quality client experience in a fast-paced branch setting. This role requires weekend hours and flexibility across centers.

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