Client-Focused Relationship Banker

Bank of America; Cypress (CA); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to educate clients on self-service banking and assist with cash transactions in a lobby setting.

You will engage clients to understand their financial priorities and connect them with suitable solutions while managing daily center flow and appointments. A strong work ethic and excellent communication are essential for success in this role.

Qualifications

• Experience in financial services or related industry preferred.
• Ability to learn and adapt to new information and technology platforms.
• Strong communication and relationship-building skills.

Responsibilities

• Educate and assist clients with transactions via self-service channels.
• Process cash transactions accurately and efficiently.
• Develop deep client conversations to understand financial goals and connect to solutions.
• Build relationships to meet clients' financial needs and grow business knowledge.
• Manage center traffic, appointments, and outbound calls; drive client experience.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Pipeline Management

Education

Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

Job description

Bank of America is seeking a customer-focused associate to educate clients on self-service banking and assist with cash transactions in a lobby setting.

You will engage clients to understand their financial priorities and connect them with suitable solutions while managing daily center flow and appointments. A strong work ethic and excellent communication are essential for success in this role.