Client Experience & Relationship Banker

Bank of America Corporation; Stockton (CA); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is seeking an in-branch Financial Center Associate to guide clients through self-service channels and everyday transactions. You will educate clients on mobile, online, and ATM options while handling cash accurately and building trustful relationships.

The role emphasizes client-focused service, compliance with laws, and collaboration with lending and investments teams to meet financial goals. Weekend availability may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Able to learn and adapt to new technology platforms.
• Strong communication and relationship-building abilities.
• Willing to work weekends/extended hours within reasonable distance.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs.
• Follow established processes and comply with laws.
• Grow knowledge by partnering with experts in lending and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Oral Communications

Account Management

Client Management

Client Solutions Advisory

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

High School Diploma

Job description

Bank of America is seeking an in-branch Financial Center Associate to guide clients through self-service channels and everyday transactions. You will educate clients on mobile, online, and ATM options while handling cash accurately and building trustful relationships.

The role emphasizes client-focused service, compliance with laws, and collaboration with lending and investments teams to meet financial goals. Weekend availability may be required.