Relationship Banker: Elevate Clients’ Financial Lives

Bank of America Corporation; Texas; Sur place; USD 32 000 - 42 000; Plein temps

Résumé du poste

Bank of America Corporation seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with suitable financial solutions across banking, lending, and investments.

The role emphasizes operational excellence, compliance, and delivering a high-quality client experience in an in-office setting with potential moves between centers based on need.

Qualifications

• Bachelor's Degree or business-relevant Associates Degree is listed as desired qualifications.
• Experience in financial services and knowledge of products and solutions is preferred.
• One year of sales experience in a salary plus incentive environment with individual goals is preferred.
• Six months of cash handling experience is preferred.

Responsabilités

• 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.

Connaissances

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Relationship Building

Sales & Advisory

Account Management

Prospecting

Pipeline Management

Referral Management

Formation

High School Diploma

Description du poste

Bank of America Corporation seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with suitable financial solutions across banking, lending, and investments.

The role emphasizes operational excellence, compliance, and delivering a high-quality client experience in an in-office setting with potential moves between centers based on need.