Relationship Banker: Elevate Client Financial Lives

Merrill

New York (NY)

On-site

USD 34,000 - 37,000

Full time

11 days ago

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Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby and guide them through self-service banking options. You will process cash transactions accurately, build trusted relationships, and connect clients to solutions that fit their goals.

The role requires strong communication, problem solving, and the ability to work weekends with possible travel to different financial centers. A high school diploma or higher is expected, with banking knowledge a plus.

Qualifications

  • Enthusiastic self-starter with a strong work ethic and client focus.
  • Strong relationship-building and collaboration skills.
  • Able to learn new technology platforms and explain them to clients.
  • Willing to work weekends and travel as needed.

Responsibilities

  • Executes risk culture and strives for operational excellence.
  • Builds client relationships to meet financial needs.
  • Follows processes and complies with laws and regulations.
  • Grows knowledge by collaborating with experts in services.
  • Manages center traffic, appointments, and outbound calls.
  • Drives client experience and cash handling responsibilities.

Skills

Customer Focus
Relationship Building
Oral Communications
Problem Solving
Adaptability
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma or GED
Bachelor's Degree in Business or Finance

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby and guide them through self-service banking options. You will process cash transactions accurately, build trusted relationships, and connect clients to solutions that fit their goals.

The role requires strong communication, problem solving, and the ability to work weekends with possible travel to different financial centers. A high school diploma or higher is expected, with banking knowledge a plus.

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