Strategic Client Relationship Banker

Bank of America

Olathe (KS)

On-site

USD 32,000 - 42,000

Full time

7 days ago
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Job summary

Bank of America in the United States is seeking a client-focused banking professional to engage clients in lobbies, educate on self-service resources, and process cash transactions efficiently. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes building relationships, educating clients on mobile/online banking, and collaborating with specialists across lending, investments, and business services.

Qualifications

  • Required qualifications include enthusiastic, highly motivated self-starter with strong work ethic and results focus.
  • Collaborates effectively to build relationships and deliver client-focused outcomes.
  • Excellent communication and ability to educate clients on banking transactions.

Responsibilities

  • Executes risk culture and aims for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows processes to do what is right for clients and the bank, within laws and regulations.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages 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
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking a client-focused banking professional to engage clients in lobbies, educate on self-service resources, and process cash transactions efficiently. You will have in-depth conversations to understand financial goals and connect clients to suitable solutions.

The role emphasizes building relationships, educating clients on mobile/online banking, and collaborating with specialists across lending, investments, and business services.

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