Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Tacoma (WA); On-site; USD 25,000 - 33,000; Full time

Job summary

Bank of America in Tacoma, WA seeks an in-branch associate to educate clients and assist with transactions via self-service options. You will process cash transactions accurately, engage clients in meaningful conversations, and connect them with financial solutions to meet goals.

The role emphasizes relationship building, adherence to laws and procedures, and collaborating with specialists across lending, small business, and investments.

Qualifications

• Strong work ethic and results-focused approach.
• Ability to learn and adapt to new information and technology platforms.
• Experience in cash handling and sales-oriented environments a plus.

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 laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures service quality.
• Manages cash responsibilities and daily financial center tasks.

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

Business-relevant Associate’s Degree

Job description

Bank of America in Tacoma, WA seeks an in-branch associate to educate clients and assist with transactions via self-service options. You will process cash transactions accurately, engage clients in meaningful conversations, and connect them with financial solutions to meet goals.

The role emphasizes relationship building, adherence to laws and procedures, and collaborating with specialists across lending, small business, and investments.