Relationship Banker & Financial Solutions Advisor

Bank of America; United States; On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a customer service-focused associate to engage clients in-branch, educate them on self-service tools, and assist with cash transactions. You will connect clients to financial solutions and support their personal banking goals.

Responsibilities include building client relationships, handling cash, and guiding customers through digital channels while adhering to bank policies and regulatory requirements.

Qualifications

• High school diploma or equivalent required.
• Strong interpersonal and communication skills.
• Ability to learn and adapt to new technology platforms.

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 business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Business Development

Prospecting

Pipeline Management

Referral Management

Account Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer service-focused associate to engage clients in-branch, educate them on self-service tools, and assist with cash transactions. You will connect clients to financial solutions and support their personal banking goals.

Responsibilities include building client relationships, handling cash, and guiding customers through digital channels while adhering to bank policies and regulatory requirements.