Client Relationship Banker: Elevate Clients’ Finances

Bank of America; Lodi (CA); Hybrid; USD 3,444,000 - 3,720,000; Full time

Job summary

Bank of America is seeking team members to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with financial solutions while following all laws and bank guidelines.

The role may involve working at different center locations within a reasonable commute. Training occurs at one financial center, with potential relocation within commuting distance as needed.

Qualifications

• High school diploma or GED required.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.

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

Customer focus

Relationship building

Communication

Problem solving

Teamwork

Time management

Adaptability

Education

High School Diploma

Bachelor’s degree in Business/Finance

Job description

Bank of America is seeking team members to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with financial solutions while following all laws and bank guidelines.

The role may involve working at different center locations within a reasonable commute. Training occurs at one financial center, with potential relocation within commuting distance as needed.