Client Relationship Banker & Financial Solutions Expert

Bank of America; Clovis (CA); On-site; USD 71,635,000 - 76,818,000; Full time

Job summary

Bank of America is seeking a client-facing associate to engage lobby clients, educate them on self-service options, and process cash transactions with accuracy. The role supports deep conversations to align financial goals with suitable solutions, with training at a central location and potential relocation within a reasonable commuting distance.

The position requires a strong work ethic, relationship skills, and the ability to learn new technology platforms, including ATM, online, and mobile

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree in business, finance, or related field preferred.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment preferred.
• Experience in financial services and cash handling is a plus.

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 Service

Relationship Building

Communication

Sales Experience

Problem Solving

Time Management

Adaptability

Team Collaboration

Self-motivation

Attention to Detail

Education

Bachelor's in Business/Finance

High School Diploma or GED

Tools

ATM

Online Banking

Mobile Banking

Job description

Bank of America is seeking a client-facing associate to engage lobby clients, educate them on self-service options, and process cash transactions with accuracy. The role supports deep conversations to align financial goals with suitable solutions, with training at a central location and potential relocation within a reasonable commuting distance.

The position requires a strong work ethic, relationship skills, and the ability to learn new technology platforms, including ATM, online, and mobile