Relationship Banker & Financial Solutions Advisor

Bank of America; Glen Este (OH); On-site; USD 30,000 - 38,000; Full time

Job summary

Bank of America seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships to understand clients' financial needs and connect them with suitable solutions.

The role emphasizes following procedures, meeting regulatory requirements, and delivering an exceptional client experience. Weekend or extended hours may be required across locations.

Qualifications

• Requires ability to educate clients on self-service banking options (ATM, online, mobile).
• Cash handling and transaction processing with accuracy and compliance.
• Willingness to work weekends/extended hours and be scheduled across centers.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet clients' financial needs and goals.
• Follow established processes and guidelines ensuring compliance with laws.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and service quality.
• Support cash handling responsibilities and risk culture.

Skills

Customer service

Communication

Problem solving

Time management

Team collaboration

Learning new tech

Results focused

Education

High School Diploma / GED

Business-related Associate’s Degree

Bachelor’s Degree

Job description

Bank of America seeks a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships to understand clients' financial needs and connect them with suitable solutions.

The role emphasizes following procedures, meeting regulatory requirements, and delivering an exceptional client experience. Weekend or extended hours may be required across locations.