Client Banking Advisor & Relationship Builder

Bank of America; Yuba City (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America in California is seeking a Customer Service Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will have deep conversations to understand financial priorities and connect clients with suitable solutions.

The role may move across centers within commuting distance, with training at one center first. This position requires an enthusiastic, highly motivated self-starter with strong work ethic, flexibility to work

Qualifications

• High school diploma or GED required.
• Excellent communication and interpersonal skills.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in California is seeking a Customer Service Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will have deep conversations to understand financial priorities and connect clients with suitable solutions.

The role may move across centers within commuting distance, with training at one center first. This position requires an enthusiastic, highly motivated self-starter with strong work ethic, flexibility to work