Client Relationship Banker

Bank of America; La Mesa (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a Customer Service/Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients with specialists. You will deepen client relationships through platform services, support self-service transactions, and ensure exceptional client care.

Role requires outbound outreach, adherence to regulatory guidelines, and strong communication, with weekend/extended hours as needed.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.
• Must be able to work weekends and/or extended hours.
• Notary commission in state within a few months of start date (or ability to obtain).

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Offer appropriate solutions and connect clients to specialists.
• Deepen client relationships through platform services and self-service or transactional activities.
• Maintain compliant operations and follow regulatory requirements.
• Proactively connect with clients through outbound calls and follow-up routines.

Skills

Active Listening

Communication

Relationship Building

Customer Focus

Problem Solving

Time Management

Education

High School Diploma or GED

Job description

Bank of America is seeking a Customer Service/Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, and connect clients with specialists. You will deepen client relationships through platform services, support self-service transactions, and ensure exceptional client care.

Role requires outbound outreach, adherence to regulatory guidelines, and strong communication, with weekend/extended hours as needed.