Relationship Banker - Steele Creek Financial Center
Bank of America
Charlotte, USA
Client engagement and education
Transaction processing
Financial goal identification
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed
Job Summary
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
Have deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their financial goals.
Build relationships with clients to meet financial needs, grow business knowledge by partnering with experts, and manage financial center traffic effectively.
Matching Summary
Engage clients in the lobby to educate and assist with self-service transactions, accurately and efficiently processing cash as needed.
Skills & Requirements
Must-have
Client engagement and education
Transaction processing
Financial goal identification
Risk culture adherence
Client relationship building
Self-service technology education
Nice-to-have
Enthusiastic and motivated self-starter
Collaborative team player
Passionate and committed to client success
Confident in solution identification
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