Relationship Banker - St. Matthews Financial Center -

Bank of America

Saint Matthews, USA
Client engagement and education
Self-service transaction assistance
Financial goal identification
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.
  • Build relationships with clients to meet financial needs and connect them to solutions that meet their financial goals.
  • Drive the client experience by managing financial center traffic, appointments, and outbound calls 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 education
  • Self-service transaction assistance
  • Financial goal identification
  • Risk culture and operational excellence
  • Client relationship building
  • Adherence to laws and regulations

Nice-to-have

  • Enthusiastic and motivated self-starter
  • Strong work ethic and focus on results
  • Collaborative and relationship nurturing
  • Passionate and committed to client success
  • Confident in identifying solutions
  • Adaptable 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
  • One year of demonstrated successful sales experience
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate’s Degree

Work Rights

Not specified

Tailored Resume

Cover Letter