Relationship Banker: Elevate Clients' Financial Lives

Bank of America; Langhorne (Bucks County); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a customer service professional to engage clients in the lobby, educate them on self-service options, and assist with transactions through mobile banking, online banking, or ATM.

You will process cash transactions accurately, build relationships to understand clients' financial priorities, and connect them to tailored solutions while delivering an outstanding client experience at the financial center.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One 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’s Degree such as business management, business administration or finance

Responsibilities

• 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

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

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

Job description

Bank of America in the United States seeks a customer service professional to engage clients in the lobby, educate them on self-service options, and assist with transactions through mobile banking, online banking, or ATM.

You will process cash transactions accurately, build relationships to understand clients' financial priorities, and connect them to tailored solutions while delivering an outstanding client experience at the financial center.