Relationship Banker: Elevate Clients' Financial Journeys

Bank of America; MIDDLETOWN (OH); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America offers a role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions with accuracy. You will build relationships to understand financial needs and connect clients to suitable solutions.

The position emphasizes delivering a superior client experience, following established procedures, and collaborating with specialists in small business, lending, and investments. Weekend or extended hours may be required.

Qualifications

• Demonstrates adaptability and strong client focus.
• Excellent communication and problem-solving skills.
• Ability to learn and adapt to banking platforms and technology.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet financial needs and connect clients to solutions.
• Follow processes and guidelines to comply with laws and regulations.
• Drive the client experience and manage center traffic, appointments, and calls.

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

Job description

Bank of America offers a role focused on engaging clients in the lobby, educating them on self-service options, and processing cash transactions with accuracy. You will build relationships to understand financial needs and connect clients to suitable solutions.

The position emphasizes delivering a superior client experience, following established procedures, and collaborating with specialists in small business, lending, and investments. Weekend or extended hours may be required.