Relationship Banker: Elevate Clients' Financial Lives

Bank of America; Glastonbury (CT); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role emphasizes building relationships, understanding client financial needs, and guiding them to suitable solutions.

It requires effective communication, adherence to regulations, and flexible hours to support weekend/extended coverage.

Qualifications

• Customer service orientation and ability to educate clients on self-service banking
• Strong communication and interpersonal skills to engage clients in lobby
• Ability to learn new technology platforms and explain them to clients
• Familiarity with banking products or willingness to learn
• Capable of meeting sales goals in a salary plus incentive environment

Responsibilities

• Engage clients in the lobby and assist with transactions through self-service resources
• Process cash transactions accurately and efficiently for clients
• Build relationships with clients to understand financial needs and connect them to solutions
• Follow bank processes and comply with laws and regulations
• Manage center traffic, appointments, and outbound calls effectively
• Drive the client experience and maintain quality service
• Assist with cash handling and risk-conscious operations

Skills

Adaptability

Customer Focus

Problem Solving

Communication

Sales

Time Management

Relationship Building

Education

High School Diploma

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role emphasizes building relationships, understanding client financial needs, and guiding them to suitable solutions.

It requires effective communication, adherence to regulations, and flexible hours to support weekend/extended coverage.