Client-Focused Relationship Banker

Bank of America; Lake Forest (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Lake Forest, CA seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, uncover financial goals, and connect clients to suitable solutions to enhance their financial lives.

The role requires reliability, ability to work with flexibility, and a commitment to accurate cash handling, with an emphasis on delivering a superior client experience in an in-office setting.

Qualifications

• Strong interpersonal and communication skills.
• Ability to learn and adapt to new information and technology.
• Capable of learning self-service banking tools and processes.

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 act in the client's and bank's best interests.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages bank center traffic, appointments, and outbound calls.
• Drives the client experience and ensures service quality.
• Manages cash responsibilities and accuracy.

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 related Associate's Degree in business/finance

Job description

Bank of America in Lake Forest, CA seeks a customer-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, uncover financial goals, and connect clients to suitable solutions to enhance their financial lives.

The role requires reliability, ability to work with flexibility, and a commitment to accurate cash handling, with an emphasis on delivering a superior client experience in an in-office setting.