Relationship Banker — Personal & Small Business

Bank of America; Georgia; Vor Ort; USD 36.000 - 44.000; Vollzeit

Zusammenfassung

Bank of America is seeking a frontline associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You’ll deepen relationships through platform services and support self-service or transactional activities, with proactive outbound follow-up.

The role emphasizes customer care, regulatory compliance, and delivering solutions to improve clients’ financial lives, including weekend hours and potential notary

Qualifikationen

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong work ethic with a focus on results and client advocacy.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying client solutions based on needs.
• Strong written and verbal communications skills.
• Comfortable engaging all clients in person or by phone.
• Able to learn new information and adapt to change.
• Strong problem-solving to meet client needs.
• Excellent time management and ability to multitask.

Aufgaben

• Provide consumer and small business solutions and services to clients.
• Educate and train clients on self-service technologies.
• Optimize client experience using available resources and processes.
• Adhere to processes, laws, and guidelines for opening accounts and maintenance.
• Manage client interactions with regulatory compliance and best action.

Kenntnisse

Active Listening

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

Ausbildung

High School Diploma / GED

Associate/Bachelor's degree in business/finance

Tools

Microsoft Office

Jobbeschreibung

Bank of America is seeking a frontline associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists. You’ll deepen relationships through platform services and support self-service or transactional activities, with proactive outbound follow-up.

The role emphasizes customer care, regulatory compliance, and delivering solutions to improve clients’ financial lives, including weekend hours and potential notary