Client Experience Relationship Banker

Bank of America; Gardena (CA); On-site; USD 34,440 - 38,572; Full time

Job summary

Bank of America in the United States is recruiting for a role that engages clients in the lobby and educates them on self-service banking options. You will process cash transactions and build conversations to understand financial goals, connecting clients with tailored solutions.

The position emphasizes relationship-building, regulatory compliance, and teamwork with specialists in small business, lending, and investments, with weekend/evening flexibility.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions through self-service resources.
• Processes cash transactions accurately and efficiently for clients as needed.
• Develops deep conversations to understand financial and life priorities and connects clients to solutions.
• Grows business knowledge by partnering with small business, lending, and investments experts.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and maintains service quality.
• Manages cash responsibilities and compliance with laws/regulations.

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America in the United States is recruiting for a role that engages clients in the lobby and educates them on self-service banking options. You will process cash transactions and build conversations to understand financial goals, connecting clients with tailored solutions.

The position emphasizes relationship-building, regulatory compliance, and teamwork with specialists in small business, lending, and investments, with weekend/evening flexibility.