Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; College Station (TX); Vor Ort; USD 30.000 - 45.000; Vollzeit

Zusammenfassung

Bank of America is seeking a Customer Service Professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will conduct deep conversations to understand financial goals and connect clients with suitable solutions, while maintaining exceptional service standards.

The role requires strong interpersonal skills, the ability to learn bank systems, and flexibility to work weekends or extended hours as needed.

Qualifikationen

• Experience in financial services industry and knowledge of financial services products and solutions.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Aufgaben

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Kenntnisse

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

Ausbildung

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

Jobbeschreibung

Bank of America is seeking a Customer Service Professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will conduct deep conversations to understand financial goals and connect clients with suitable solutions, while maintaining exceptional service standards.

The role requires strong interpersonal skills, the ability to learn bank systems, and flexibility to work weekends or extended hours as needed.