Relationship Banker: Elevate Client Financial Journeys

Bank of America Corporation; Paoli (IN); On-site; USD 38,000 - 50,000; Full time

Job summary

Bank of America Corporation seeks a client service associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to understand client needs and connect them to suitable financial solutions, while following procedures and regulatory requirements.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center, supporting a high-quality client

Qualifications

• Demonstrates enthusiasm, self-motivation and strong work ethic with results focus.
• Collaborates effectively to build relationships and drive outcomes.
• Communicates confidently with clients and is comfortable engaging diverse customers.
• Learns new information and adapts to technology platforms.
• Educates clients on basic banking transactions via self-service tools.

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Build client relationships to meet financial needs and connect to solutions.
• Follow processes and guidelines while complying with laws and regulations.
• Manage center traffic, appointments and outbound calls to enhance client experience.
• Drive client experience and manage 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 / GED / Secondary School or equivalent

Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America Corporation seeks a client service associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to understand client needs and connect them to suitable financial solutions, while following procedures and regulatory requirements.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours at a nearby financial center, supporting a high-quality client