Client-Centric Relationship Banker

Bank of America; Dublin (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in CA seeks a friendly, results-driven Financial Center Associate to educate clients in lobby services and help them with self-service banking. You will handle cash transactions, build client relationships, and connect customers to lending and investment solutions.

The role requires strong communication, adaptability to new banking technology, and availability for weekend shifts to serve customers effectively.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Confident in identifying client solutions based on needs.
• Able to learn new information and technology platforms.
• Comfortable teaching clients how to use self-service banking.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Engages clients in lobby to educate and assist with self-service banking.
• Processes cash transactions accurately and efficiently.
• Builds relationships to meet financial needs.
• Drives the client experience and adheres to regulations.
• Manages center traffic, appointments, and outbound calls.
• Collaborates with experts in lending and investments.

Skills

Customer Focus

Relationship Building

Sales Experience

Cash Handling

Education

High School Diploma or GED

Job description

Bank of America in CA seeks a friendly, results-driven Financial Center Associate to educate clients in lobby services and help them with self-service banking. You will handle cash transactions, build client relationships, and connect customers to lending and investment solutions.

The role requires strong communication, adaptability to new banking technology, and availability for weekend shifts to serve customers effectively.