Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Spring Lake Heights (NJ); On-site; USD 25,000 - 33,000; Full time

Job summary

Bank of America is hiring a client-facing associate to educate clients in the lobby and assist with transactions through self-service resources. You’ll process cash transactions accurately while engaging clients in meaningful conversations to understand their financial goals.

Responsibilities include managing center flow, appointments, and outreach, partnering with experts in lending and investments, and driving an exceptional client experience with compliance and risk-awareness.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus in client interests
• Collaborates effectively to build relationships and get things done
• Passion, commitment and drive to improve clients’ financial lives
• Confident in identifying solutions for clients based on their needs
• Clear, confident communication with all clients
• Able to learn and adapt to new information and technology platforms
• Educates clients on self-service banking tools like ATM/online/mobile banking
• Strong critical thinking and problem-solving to meet client needs
• Follows established processes and regulations in daily activities
• Efficient time and capacity management
• Focus on results while serving clients’ best interests
• Willing to work weekends/extended hours across locations within reasonable distance

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to do what is right for clients and the bank, complying with laws
• Grows 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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring a client-facing associate to educate clients in the lobby and assist with transactions through self-service resources. You’ll process cash transactions accurately while engaging clients in meaningful conversations to understand their financial goals.

Responsibilities include managing center flow, appointments, and outreach, partnering with experts in lending and investments, and driving an exceptional client experience with compliance and risk-awareness.