Relationship Banker — In-Office Client Finance Advisor

Bank of America

Herndon (VA)

On-site

USD 42,000 - 66,000

Full time

14 days+

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Job summary

Bank of America is hiring a Relationship Banker to engage clients in the lobby, educate them on self-service resources, and process cash transactions efficiently. You will develop deep client relationships, uncover financial needs, and connect clients with solutions across banking, lending, and investments.

The role supports a high-touch in-office model in the Loudoun market with opportunities to grow knowledge in small business and client advisory services. Weekend availability may be required.

Qualifications

  • Minimum education: High School Diploma or GED.
  • Bachelor’s degree or business-related associate degree preferred.
  • Experience in financial services and knowledge of industry products is a plus.
  • Six months cash handling experience preferred; bilingual in Vietnamese or Spanish is a plus.

Responsibilities

  • Engage clients in the lobby to educate and assist with transactions using self-service resources (ATM, online, mobile).
  • Process cash transactions accurately and efficiently.
  • Build relationships to understand clients’ financial needs and connect them to suitable solutions.
  • Maintain knowledge of products and services across small business, lending, and investments.
  • Manage center traffic, appointments, and outbound calls to drive client experience.

Skills

Adaptability
Business Acumen
Customer Focus
Oral Communications
Problem Solving
Account Management
Client Experience
Client Management
Client Solutions
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

High School Diploma / GED
Bachelor’s degree / business-related associate

Job description

Bank of America is hiring a Relationship Banker to engage clients in the lobby, educate them on self-service resources, and process cash transactions efficiently. You will develop deep client relationships, uncover financial needs, and connect clients with solutions across banking, lending, and investments.

The role supports a high-touch in-office model in the Loudoun market with opportunities to grow knowledge in small business and client advisory services. Weekend availability may be required.

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