Relationship Banker: Elevate Client Financial Journeys

Bank of America; Stafford (VA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring to educate clients in-branch on self-service channels, including mobile and online banking. The role focuses on accurate cash handling, deep discovery of financial needs, and connecting clients with the right banking solutions to support their goals.

The position emphasizes relationship-building, adherence to laws and policies, and providing excellent client experiences across diverse communities within the branch network.

Qualifications

• Strong interpersonal and communication skills in a client-facing role
• Ability to learn and adapt to banking platforms and processes
• Experience handling cash and processing transactions where applicable
• Proven track record in achieving sales goals in a regulated environment
• Commitment to ethical conduct and regulatory compliance

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions
• Accurately process cash transactions and guidance on digital channels
• Develop deep conversations to uncover financial needs and goals
• Connect clients to suitable banking solutions and referrals
• Build relationships and maintain a high standard of client experience
• Manage center traffic, appointments and outbound calls to optimize service

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 or business-relevant Associate’s Degree

Job description

Bank of America is hiring to educate clients in-branch on self-service channels, including mobile and online banking. The role focuses on accurate cash handling, deep discovery of financial needs, and connecting clients with the right banking solutions to support their goals.

The position emphasizes relationship-building, adherence to laws and policies, and providing excellent client experiences across diverse communities within the branch network.