Relationship Banker: Elevate Clients' Financial Lives

Bank of America; Hewlett (NY); On-site; USD 40,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-facing team member to educate clients at the lobby and assist with transactions through mobile, online, or ATM self-service tools.

The role emphasizes deep client conversations to understand financial priorities, connect clients with appropriate solutions, and deliver a superior client experience. Weekend/extended hours and travel within a reasonable distance may be required.

Qualifications

• Ability to engage clients and educate them on self-service banking options
• Experience in financial services and understanding of related products and solutions
• Sales experience in a salary plus incentive environment with individual sales goals
• Cash handling experience of six months or more
• Bachelor's or higher education preferred in business or finance

Responsibilities

• Engages clients in the lobby to educate and assist with transactions
• Processes cash transactions accurately and efficiently
• Builds relationships to meet clients' financial needs
• Follows established processes and guidelines to comply with laws and regulations
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• Delivers strong client experience and service quality
• Assists with cash handling responsibilities

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a customer-facing team member to educate clients at the lobby and assist with transactions through mobile, online, or ATM self-service tools.

The role emphasizes deep client conversations to understand financial priorities, connect clients with appropriate solutions, and deliver a superior client experience. Weekend/extended hours and travel within a reasonable distance may be required.