Relationship Banker: Help Clients Achieve Financial Goals

Habitat For Humanity Of Durham; Clayton (NC); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in the United States seeks a Client Service Associate to engage clients in the lobby, educate them about self-service tools (ATM, online banking, mobile banking), and accurately process cash transactions with a focus on service quality.

You will build relationships to meet financial needs, follow established processes, and collaborate with experts in lending and investments to connect clients with the right solutions, while sustaining operating excellence.

Qualifications

• Customer-focused professional able to educate clients on self-service tools.
• Experience in financial services is beneficial.
• Bachelor or equivalent not required.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge 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

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States seeks a Client Service Associate to engage clients in the lobby, educate them about self-service tools (ATM, online banking, mobile banking), and accurately process cash transactions with a focus on service quality.

You will build relationships to meet financial needs, follow established processes, and collaborate with experts in lending and investments to connect clients with the right solutions, while sustaining operating excellence.