Relationship Banker: Elevate Client Wealth & Service

Bank of America; Boca Raton (FL); Presencial; USD 32.000 - 42.000; Jornada completa

Descripción de la vacante

Bank of America in Boca Raton seeks a client-focused associate to engage clients in the lobby and educate them about self-service options, including mobile, online, and ATM transactions. You will process cash transactions accurately and help clients align their financial goals with the bank's products and services.

The role requires strong communication, relationship-building, and a commitment to compliance.

Formación

• Self-starter with a strong work ethic and results focus.
• Builds relationships and collaborates to meet client needs.
• Able to identify solutions based on client needs.
• Confident in explaining self-service banking to clients.
• Follows processes and complies with laws and regulations.
• Willing to work weekends/extended hours at various locations.
• Spanish language required.

Responsabilidades

• 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 act in the client's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Conocimientos

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

Educación

High School Diploma / GED

Bachelor's Degree

Descripción del empleo

Bank of America in Boca Raton seeks a client-focused associate to engage clients in the lobby and educate them about self-service options, including mobile, online, and ATM transactions. You will process cash transactions accurately and help clients align their financial goals with the bank's products and services.

The role requires strong communication, relationship-building, and a commitment to compliance.