Relationship Banker & Financial Coach

ghr; Phoenix (AZ); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a banking center associate to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will process cash transactions accurately, build relationships, and connect clients to financial solutions that fit their goals.

Responsibilities include driving the client experience, managing cash, and collaborating with specialists in lending and investments while following all laws and internal guidelines.

Qualifications

• Experience in financial services is a plus.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.

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 to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and cash handling responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Sales Skills

Time Management

Teamwork

Education

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America is seeking a banking center associate to engage clients in the lobby and educate them on self-service options such as mobile and online banking. You will process cash transactions accurately, build relationships, and connect clients to financial solutions that fit their goals.

Responsibilities include driving the client experience, managing cash, and collaborating with specialists in lending and investments while following all laws and internal guidelines.