Relationship Banker: Elevate Clients with Financial Solutions

Bank of America; Milwaukee (WI); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to assist clients in-person with transactions and self-service tools. You will educate customers, process cash transactions, and learn to connect clients with tailored financial solutions.

The role emphasizes relationship-building, collaboration with specialists, and delivering an outstanding client experience in a busy financial center.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Processes cash transactions accurately and efficiently for clients as needed.
• Have deep conversations to understand financial priorities and connect clients to solutions.
• Builds relationships and grows knowledge by partnering with experts in various financial areas.
• Manage center traffic, appointments and outreach calls; drive the client experience.

Skills

Client focus

Cash handling

Sales experience

Communication

Adaptability

Time management

Self-motivation

Education

High School Diploma / GED

Business-related Associate’s Degree

Job description

Bank of America is seeking a client-focused team member to assist clients in-person with transactions and self-service tools. You will educate customers, process cash transactions, and learn to connect clients with tailored financial solutions.

The role emphasizes relationship-building, collaboration with specialists, and delivering an outstanding client experience in a busy financial center.