Client Experience & Relationship Banker

National Black MBA Association; Santa Ana, Northern (CA, KY); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits

Paid time off

Job summary

Bank of America is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial goals and connect clients to solutions, while maintaining risk and compliance standards.

The role requires weekend/extended hours flexibility and bilingual Spanish skills, with opportunities to advance within a client-centric environment across multiple centers.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Fluency in Spanish required as part of client interactions and service.

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 serve clients and comply with laws.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

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-related Associate’s Degree such as business management or finance

Job description

Bank of America is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial goals and connect clients to solutions, while maintaining risk and compliance standards.

The role requires weekend/extended hours flexibility and bilingual Spanish skills, with opportunities to advance within a client-centric environment across multiple centers.