Ability to educate clients on self-service banking
Confident in identifying client financial solutions
Bank of America Merrill Lynch is seeking a Relationship Banker in Madison, WI, responsible for client engagement and transaction assistance. The role emphasizes building client relationships, understanding financial needs, and providing solutions, while adhering to the bank's operational guidelines
Job Summary
The role involves engaging clients in the lobby to educate them on self-service resources like mobile and online banking.
Employees are expected to build deep relationships with clients to understand their financial priorities and connect them to appropriate solutions.
The position requires adhering to established processes and guidelines while managing cash responsibilities and driving a positive client experience.
Matching Summary
Match Score: 85
Bank of America Merrill Lynch is seeking a Relationship Banker in Madison, WI, responsible for client engagement and transaction assistance. The role emphasizes building client relationships, understanding financial needs, and providing solutions, while adhering to the bank's operational guidelines.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Strong work ethic and results focus
Ability to educate clients on self-service banking
Confident in identifying client financial solutions
Effective communication with all client types
Willingness to work weekends and extended hours
Nice-to-have
Experience in financial services industry
Demonstrated sales experience in incentive environment
Six months of cash handling experience
Bachelor's degree in business or finance
Passion for improving clients' financial lives
Key Requirements
High School Diploma / GED required
Must be able to work weekends and extended hours
One year of successful sales experience preferred
Six months of cash handling experience preferred
Bachelor's or Associate's degree in business/finance preferred