Relationship Banking Consultant

Bank of America; Saint Louis (LA); Sur place; USD 36 000 - 48 000; Plein temps

Résumé du poste

Bank of America in the United States is seeking a Client Associate to engage clients in the lobby and educate them on self-service resources like mobile and online banking, while assisting with cash transactions. You will build relationships to meet financial needs and connect clients to suitable solutions.

The role requires strong communication, adaptability, and a focus on compliant, customer-first service.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Capable of identifying solutions for new and existing clients based on their needs.

Responsabilités

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• 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.
• Manages cash responsibilities.

Connaissances

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

Formation

High School Diploma / GED / Secondary School or equivalent

Description du poste

Bank of America in the United States is seeking a Client Associate to engage clients in the lobby and educate them on self-service resources like mobile and online banking, while assisting with cash transactions. You will build relationships to meet financial needs and connect clients to suitable solutions.

The role requires strong communication, adaptability, and a focus on compliant, customer-first service.