Client Relationship Banker & Digital Banking Advisor

NBMBAA

Concord (CA)

On-site

USD 34,000 - 36,000

Full time

11 days ago

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Benefits offered by this job

Industry-leading benefits
Paid time off
Pay transparency

Job summary

Bank of America in Concord, CA is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service banking options. You will accurately process cash transactions and uncover financial needs to connect clients with suitable solutions.

This role trains at a central center and may relocate within reasonable commuting distance as needed. The ideal candidate demonstrates strong communication, collaboration, and problem-solving skills, with a commitment to

Qualifications

  • Enthusiastic, self-motivated with strong results focus.
  • Ability to learn and adapt to new information and platforms.
  • Capable of educating clients on self-service banking.
  • Strong communication and relationship-building skills.
  • Experience in cash handling and sales is a plus.

Responsibilities

  • Engage clients in lobby to assist with transactions using self-service tools.
  • Process cash transactions accurately and efficiently.
  • Build relationships to understand client needs and connect to solutions.
  • Maintain risk culture and regulatory compliance in daily activities.
  • Manage center traffic, appointments and outbound calls efficiently.
  • Drive the client experience and ensure high service quality.
  • Handle cash responsibilities and support colleagues as needed.

Skills

Enthusiastic self-starter
Collaboration
Client focus
Effective communicator
Learn and adapt
Self-service education
Critical thinking
Time management
Flexibility with hours

Education

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree or business-relevant Associate’s Degree (e.g., business management, business administration, or finance)

Tools

ATM
Online Banking
Mobile Banking

Job description

Bank of America in Concord, CA is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service banking options. You will accurately process cash transactions and uncover financial needs to connect clients with suitable solutions.

This role trains at a central center and may relocate within reasonable commuting distance as needed. The ideal candidate demonstrates strong communication, collaboration, and problem-solving skills, with a commitment to

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