Relationship Banker, Client Solutions & Financial Services
Overview
As a Relationship Banker at the Buford Highway Financial Center, you will own the client experience by engaging customers in the lobby, educating them on ATM, online banking, and mobile banking, and processing cash transactions with precision. You will partner with experts in small business, lending, and investments to connect clients with tailored financial solutions. This role anchors in Bank of America's risk culture, driving operational excellence while building lasting relationships. You'll thrive in a collaborative, inclusive environment where your unique background fuels innovation and impact.
What You'll Do8
- 1Engage clients in the lobby, educating them on self-service options like ATM, online banking, and mobile banking to enable seamless transactions.
- 2Process cash transactions accurately, ensuring compliance with all regulations and internal guidelines.
- 3Drive the client experience by identifying financial needs and connecting clients to relevant solutions, including small business and investment products.
- 4Build and nurture relationships with clients to understand their life priorities, then recommend appropriate banking products and services.
- 5Execute the bank's risk culture, following established processes to protect both clients and the bank.
- 6Manage financial center traffic, appointments, and outbound calls to optimize client engagement and service delivery.
- 7Collaborate with internal partners in lending and wealth management to deepen client relationships and grow your network.
- 8Handle cash responsibilities, balancing drawers and maintaining accurate records, while focusing on results and client satisfaction.
Requirements8
- 11+ year of demonstrated success in a sales role with individual goals, ideally in a financial services environment.
- 26+ months of cash handling experience, with a focus on accuracy and efficiency.
- 3High School Diploma / GED / Secondary School or equivalent required.
- 4Strong communication skills to confidently engage clients and explain financial solutions.
- 5Critical thinking and problem-solving skills to address client needs and navigate complex situations.
- 6Ability to learn and adapt to new technology platforms, including mobile banking and online banking.
- 7Comfort in a fast-paced retail environment, able to work weekends and extended hours as needed.
- 8Collaborative mindset, building relationships with clients and colleagues to achieve shared goals.
Salary Insight
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