Client-Centric Relationship Banker

Bank of America; Coachella (CA); On-site; USD 52,000 - 56,000; Full time

Job summary

Bank of America is actively seeking a customer-facing team member to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately, listen to clients’ financial priorities, and connect them to solutions to achieve their financial goals.

The role emphasizes relationship-building, compliance with laws and guidelines, and delivering an exceptional client experience. Weekend/extended hours may apply based on location.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently with all clients
• Can learn and adapt to new information and technology platforms
• Educates clients on how to conduct simple banking transactions via self-service channels
• Applies strong critical thinking and problem-solving skills
• Follows established processes and adheres to laws and regulations
• Manages time and capacity efficiently
• Focuses on results while acting in the client’s best interest
• Must be able to work weekends and/or extended hours at various locations

Responsibilities

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

Skills

Self-motivation

Relationship-building

Communication

Time management

Problem solving

Adaptability

Education

High School Diploma / GED or equivalent

Job description

Bank of America is actively seeking a customer-facing team member to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately, listen to clients’ financial priorities, and connect them to solutions to achieve their financial goals.

The role emphasizes relationship-building, compliance with laws and guidelines, and delivering an exceptional client experience. Weekend/extended hours may apply based on location.