Client Experience & Relationship Banker

Bank of America; Hayward (CA); On-site; USD 42,000 - 72,000; Full time

Job summary

Bank of America is seeking a customer-focused banking professional for an in-branch role in the United States. The position emphasizes building client relationships, meeting financial needs, and adhering to regulatory guidelines while delivering excellent client experiences.

The role requires strong communication, sales ability, and cash handling, with a schedule that includes a standard 40-hour work week and potential weekend coverage. Training will occur at a designated financial center.

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• One year of successful sales experience in an incentive-based environment with individual goals.
• Cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge 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

Relationship Building

Client Focus

Sales Skills

Cash Handling

Time Management

Communication

Problem Solving

Adaptability

Financial Knowledge

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused banking professional for an in-branch role in the United States. The position emphasizes building client relationships, meeting financial needs, and adhering to regulatory guidelines while delivering excellent client experiences.

The role requires strong communication, sales ability, and cash handling, with a schedule that includes a standard 40-hour work week and potential weekend coverage. Training will occur at a designated financial center.