Relationship Banker

Bank of America

Portland, USA
Client engagement and transaction assistance
Educating clients on self-service
Processing cash transactions accurately
Engage clients in the lobby to educate and assist with conducting transactions through self-service resources

Job Summary

  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.
  • Have deep conversations with clients to gain in-depth knowledge of financial and life priorities and connect clients to solutions.
  • Build relationships with clients to meet financial needs and manage financial center traffic effectively.

Matching Summary

Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.

Skills & Requirements

Must-have

  • Client engagement and transaction assistance
  • Educating clients on self-service
  • Processing cash transactions accurately
  • Building client relationships
  • Adhering to laws and regulations
  • Driving client experience

Nice-to-have

  • Enthusiastic and motivated self-starter
  • Passionate and committed to client success
  • Confident in identifying client solutions
  • Adaptable to new information and technology
  • Strong critical thinking and problem-solving

Key Requirements

  • High School Diploma / GED / Secondary School or equivalent
  • Must be able 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