Relationship Banker - Madison, Wi

Bank of America

Madison, WI, United States
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations
Strong work ethic and results focus
Ability to educate clients on self-service banking
Experience managing cash transactions efficiently
Bank of America is seeking a Relationship Banker in Madison, WI, who will engage clients, assist with transactions, and help them achieve their financial goals through effective communication and problem-solving. The role emphasizes client relationship building and requires adherence to banking regulations while providing an excellent customer experience

Job Summary

  • The role focuses on engaging clients in the lobby to educate them on self-service resources like mobile banking and ATMs while processing cash transactions.
  • Employees are expected to build deep relationships by understanding client financial priorities and connecting them to tailored solutions that meet their goals.
  • The position requires adherence to risk culture and operational excellence while managing financial center traffic and appointments effectively.

Matching Summary

Match Score: 85

Bank of America is seeking a Relationship Banker in Madison, WI, who will engage clients, assist with transactions, and help them achieve their financial goals through effective communication and problem-solving. The role emphasizes client relationship building and requires adherence to banking regulations while providing an excellent customer experience.

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
  • Experience managing cash transactions efficiently
  • Effective communication with diverse client base
  • Willingness to work weekends and extended hours

Nice-to-have

  • Passion for improving client financial lives
  • Deep conversations about life priorities
  • Adaptability to new technology platforms
  • Collaborative relationship building skills
  • Critical thinking for problem-solving

Key Requirements

  • High School Diploma or GED required
  • One year of sales experience preferred
  • Six months of cash handling experience preferred
  • Bachelor's or Associate's degree in business/finance preferred
  • Must be able to travel to other locations

Work Rights

Not specified

Tailored Resume

Cover Letter