Relationship Banker: Elevate Client Financial Journeys

Bank of America; Odessa (TX); On-site; USD 39,000 - 54,000; Full time

Job summary

Bank of America in the United States is seeking an in-branch client associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients with financial solutions to meet their goals.

The role emphasizes client experience, compliance with laws, and heavy emphasis on cash handling and daily operations with potential weekend or extended hours based on center location.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree or business-related associate degree preferred.
• Sales experience in a salary plus incentive environment with individual goals is desired.

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 to do what is right for clients and the bank, in line with laws and regulations.
• Expands knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures quality service.
• Manages cash responsibilities and reconciliations.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor’s Degree or related Associate’s Degree

Job description

Bank of America in the United States is seeking an in-branch client associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients with financial solutions to meet their goals.

The role emphasizes client experience, compliance with laws, and heavy emphasis on cash handling and daily operations with potential weekend or extended hours based on center location.