Relationship Banker - Pa North Market

Bank of America

Pa North Market, USA
Client transaction processing
Educate clients on self-service
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.
  • Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions.
  • Build relationships with clients to meet financial needs and manage 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 transaction processing
  • Educate clients on self-service
  • Financial goal identification
  • Risk culture and operational excellence
  • Adhering to laws and regulations

Nice-to-have

  • Passionate and committed client experience
  • Strong critical thinking skills
  • Adaptability to new information
  • Building and nurturing relationships

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

Work Rights

Not specified

Tailored Resume

Cover Letter