Client Relationship Banker - Banking Advisor & Growth

Bank of America; Fullerton (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Fullerton seeks a customer service oriented associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will explore clients' financial needs and connect them to suitable solutions, while maintaining compliance and delivering strong service with a friendly, professional approach.

The role requires weekend/extended hours may be needed, strong relationship skills, and the ability to educate customers on ATM, online and

Qualifications

• Bachelor's or business-related associate degree as described in the requirements.
• Experience in financial services and knowledge of products and solutions is preferred.
• Sales experience in a salary plus incentive environment with goals is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and the bank's best interest.
• Grows knowledge by collaborating with experts in small business, lending and investments.
• Manages financial center traffic, appointments and outbound calls.
• Drives the client experience and supports sales objectives.
• Manages cash responsibilities and daily cash handling.

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in Fullerton seeks a customer service oriented associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will explore clients' financial needs and connect them to suitable solutions, while maintaining compliance and delivering strong service with a friendly, professional approach.

The role requires weekend/extended hours may be needed, strong relationship skills, and the ability to educate customers on ATM, online and