Client Relationship Banker: Elevate Clients' Financial Lives

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

Job summary

Bank of America is seeking a Customer Service/Financial Center role to educate clients and assist with transactions via self-service resources such as mobile and online banking. You will process cash transactions, engage clients deeply to understand financial goals, and connect them to appropriate solutions.

The role emphasizes building relationships, following compliant processes, and delivering a superior client experience across varying shifts and locations within reasonable commuting

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.

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 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

Adaptability

Business Acumen

Customer and Client 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

Job description

Bank of America is seeking a Customer Service/Financial Center role to educate clients and assist with transactions via self-service resources such as mobile and online banking. You will process cash transactions, engage clients deeply to understand financial goals, and connect them to appropriate solutions.

The role emphasizes building relationships, following compliant processes, and delivering a superior client experience across varying shifts and locations within reasonable commuting