Client Relationship Banker

Bank of America; Sunnyvale (CA); On-site; USD 36,000 - 60,000; Full time

Job summary

Bank of America is seeking a frontline professional to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy.

You will build relationships, follow procedures, and work with experts across banking areas to meet clients' needs while complying with laws. The role requires weekend/extended hours and a focus on delivering a superior client experience.

Qualifications

• High School Diploma required; further education a plus.
• Experience in financial services or customer sales is preferred.
• Ability to learn new technology platforms.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a frontline professional to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy.

You will build relationships, follow procedures, and work with experts across banking areas to meet clients' needs while complying with laws. The role requires weekend/extended hours and a focus on delivering a superior client experience.