Client Relationship Banker — Elevate Clients’ Banking

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

Job summary

Bank of America is seeking a client-focused professional to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role emphasizes deep conversations to uncover financial goals and connect clients to suitable solutions.

Responsibilities include risk-aware operations, building client relationships, and managing cash while adhering to regulatory guidelines. Weekend availability may be required, and a strong sales orientation is valued.

Qualifications

• Enthusiastic self-starter with results drive.
• Builds relationships to meet client needs.
• Follows processes to act in clients’ and bank’s best interest.
• Willing to learn and adapt to new information and platforms.
• Able to educate clients on self-service banking tools.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, complying with laws and regulations.
• Grows business knowledge 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

Self-motivated

Strong work ethic

Customer focus

Effective communication

Learning agility

Self-service tech

Critical thinking

Time management

Compliance awareness

Education

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

Job description

Bank of America is seeking a client-focused professional to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role emphasizes deep conversations to uncover financial goals and connect clients to suitable solutions.

Responsibilities include risk-aware operations, building client relationships, and managing cash while adhering to regulatory guidelines. Weekend availability may be required, and a strong sales orientation is valued.