Relationship Banker - Gateway Plaza Financial Center

Bank of America

Raleigh, North Carolina, United States
Client engagement and transaction processing
Financial needs assessment and solution connection
Risk culture and operational excellence
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed

Job Summary

  • Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
  • Conduct deep client conversations to understand financial and life priorities, connecting them to solutions that meet their financial goals.
  • Build relationships with clients to meet financial needs, partnering with experts in small business, lending, and investments to grow business knowledge.

Matching Summary

Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.

Skills & Requirements

Must-have

  • Client engagement and transaction processing
  • Financial needs assessment and solution connection
  • Risk culture and operational excellence
  • Client experience management
  • Cash handling responsibilities

Nice-to-have

  • Enthusiastic and highly motivated self-starter
  • Collaborative relationship building
  • Passion and commitment to client success
  • Adaptability to new information and technology

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Ability to work weekends and/or extended hours
  • Travel to any financial center location within a reasonable distance

Work Rights

Not specified

Tailored Resume

Cover Letter