Client Relationship Banker

Bank of America; Tustin (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

You will build relationships, work with specialists in lending and investments, and manage daily center activities. Weekend or extended hours may be required, based on location and business needs.

Qualifications

• Customer-focused, self-starter with a strong work ethic.
• Ability to learn and adapt to new technology platforms.
• Willing to work weekends/extended hours.
• Mandarin language proficiency is required.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to act in the best interest of clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.

Skills

Customer Focus

Communication

Problem Solving

Time Management

Relationship Building

Education

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

You will build relationships, work with specialists in lending and investments, and manage daily center activities. Weekend or extended hours may be required, based on location and business needs.