Relationship Banker - Milwaukee, Wi

Bank of America

Milwaukee, WI, US
On-site
Client engagement and education
Transaction processing
Financial needs assessment
Bank of America is seeking a Relationship Banker in Milwaukee, WI, responsible for engaging clients, managing transactions, and promoting financial products in a client-focused environment. The role emphasizes relationship building, operational excellence, and adherence to regulations while offering opportunities for career growth in an inclusive workplace

Job Summary

  • Engage clients to educate and assist with self-service transactions, and accurately process cash transactions.
  • Conduct deep conversations with clients to understand financial and life priorities and connect them to solutions.
  • Build relationships with clients, grow business knowledge by partnering with experts, and manage traffic and appointments effectively.

Matching Summary

Match Score: 85

Bank of America is seeking a Relationship Banker in Milwaukee, WI, responsible for engaging clients, managing transactions, and promoting financial products in a client-focused environment. The role emphasizes relationship building, operational excellence, and adherence to regulations while offering opportunities for career growth in an inclusive workplace.

Skills & Requirements

Must-have

  • Client engagement and education
  • Transaction processing
  • Financial needs assessment
  • Connecting clients to solutions
  • Risk culture and operational excellence
  • Adherence to laws and regulations

Nice-to-have

  • Sales experience
  • Cash handling experience
  • Financial services knowledge

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter