Client-Focused Relationship Banker

Bank of America; Ventura (CA); On-site; USD 22,000 - 28,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage lobby clients, educate them on self-service banking, and assist with transactions. You will build relationships, manage cash and center traffic, and connect clients to solutions that meet financial goals.

Responsibilities include processing transactions accurately, following processes for compliance, and collaborating with experts in lending, investments, and small business to grow client networks.

Qualifications

• Enthusiastic self-starter with strong work ethic and client-first mindset.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on using self-service banking tools (ATM, online, mobile).

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes to do what is right for clients and the bank, adhering to laws and regulations
• 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 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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to engage lobby clients, educate them on self-service banking, and assist with transactions. You will build relationships, manage cash and center traffic, and connect clients to solutions that meet financial goals.

Responsibilities include processing transactions accurately, following processes for compliance, and collaborating with experts in lending, investments, and small business to grow client networks.