Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Phoenix (AZ); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Phoenix is seeking a Client Service Associate to engage clients in the lobby and educate them on self-service banking options such as mobile and online banking. You will process cash transactions accurately and help clients meet their financial goals.

The role requires strong communication, adaptability, and a proactive approach to consulting clients on suitable solutions while adhering to regulatory guidelines and internal processes.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Displays passion and drive to improve clients’ financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with clients.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Adheres to laws and regulations in daily activities.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls; drives client experience.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Sales Mindset

Bilingual Spanish

Education

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in Phoenix is seeking a Client Service Associate to engage clients in the lobby and educate them on self-service banking options such as mobile and online banking. You will process cash transactions accurately and help clients meet their financial goals.

The role requires strong communication, adaptability, and a proactive approach to consulting clients on suitable solutions while adhering to regulatory guidelines and internal processes.