Client Experience & Relationship Banker

Bank of America Corporation; Palm Springs (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

Bank of America in the United States is seeking a frontline service associate to engage clients, educate them on self-service resources, and process cash transactions with accuracy. You will build relationships, identify client needs, and connect them to banking solutions while adhering to regulatory guidelines.

The role requires a high school diploma, strong communication, and the ability to work a 1st shift schedule in a branch environment. Weekend or extended hours may be required.

Qualifications

• This role requires strong client interaction and cash handling experience.
• Experience in financial services and knowledge of banking products is a plus.
• Ability to learn new systems and adapt to changing processes.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Have in-depth conversations with clients to understand financial priorities.
• Connect clients to solutions to meet their financial goals.
• Build relationships to meet client needs and enhance the client experience.
• Manage center traffic, appointments, and outbound calls effectively.
• Follow policies, laws, and regulations in daily activities.

Skills

Customer focus

Sales aptitude

Communication

Relationship building

Problem solving

Time management

Adaptability

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking a frontline service associate to engage clients, educate them on self-service resources, and process cash transactions with accuracy. You will build relationships, identify client needs, and connect them to banking solutions while adhering to regulatory guidelines.

The role requires a high school diploma, strong communication, and the ability to work a 1st shift schedule in a branch environment. Weekend or extended hours may be required.