Relationship Banker: Elevate Clients’ Banking Experience

Bank of America; Reston (OR); Presencial; USD 34.000 - 37.000; Jornada completa

Descripción de la vacante

Bank of America is hiring for an in-office role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately. The position emphasizes deep client conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include managing center flow, appointments, and outbound calls while collaborating with specialists in lending and investments to grow business and ensure exceptional client

Formación

• High School Diploma or equivalent is required.
• Bachelor’s degree or business-related degree is preferred.
• Experience in financial services and knowledge of products a plus.
• One year of sales experience in a salary plus incentive environment is beneficial.
• Six months of cash handling experience preferred.

Responsabilidades

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes in daily activities to do what is right for clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• 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 / Secondary School or equivalent

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance

Descripción del empleo

Bank of America is hiring for an in-office role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately. The position emphasizes deep client conversations to understand financial goals and connect clients to suitable solutions.

Responsibilities include managing center flow, appointments, and outbound calls while collaborating with specialists in lending and investments to grow business and ensure exceptional client