Customer Engagement Banker

2 weeks ago


Wilmington, Delaware, United States Bank of America Full time

Job Overview

The role of a Relationship Banker is pivotal in fostering client engagement within the financial center. This position involves guiding clients through self-service banking options, including mobile and online banking, as well as ATM transactions. A key aspect of this role is to conduct meaningful conversations with clients to understand their financial and personal aspirations, thereby connecting them with appropriate banking solutions.

Key Responsibilities:

  • Uphold the bank's risk management culture while striving for operational excellence.
  • Cultivate strong relationships with clients to address their financial requirements.
  • Adhere to established protocols and regulations in daily operations to ensure client and bank interests are prioritized.
  • Enhance business acumen and network by collaborating with specialists in small business, lending, and investment sectors.
  • Efficiently manage client traffic, appointments, and outbound communications.
  • Elevate the overall client experience.
  • Handle cash management responsibilities with precision.

Required Qualifications:

  • A proactive and highly motivated individual with a strong work ethic focused on achieving results that benefit clients.
  • Ability to collaborate effectively, fostering and maintaining strong relationships.
  • Demonstrates passion and commitment to enhancing clients' financial well-being.
  • Proficient in identifying tailored solutions for both new and existing clients based on their unique needs.
  • Excellent communication skills, with the confidence to engage clients of all backgrounds.
  • Quick learner, adaptable to new information and technology platforms.
  • Capable of educating clients on utilizing self-service banking technologies effectively.
  • Strong critical thinking and problem-solving abilities to meet client needs.
  • Committed to following established processes and regulations in daily activities.
  • Effective time management and capacity handling skills.
  • Flexibility to work weekends and extended hours as required.

Desired Qualifications:

  • Background in financial services with a solid understanding of industry products and solutions.
  • Proven sales experience in a results-driven environment.
  • Experience in cash handling.
  • Educational background in business management, administration, or finance.

Skills:

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communication
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week:

40


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