Client Relationship Banker — Growth & Solutions

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

Job summary

Bank of America Corporation is seeking a Customer Service Associate to engage clients in the lobby, educate them about self‑service options, and assist with cash transactions at the financial center. You will help clients meet their financial goals while upholding bank policies and delivering exceptional service.

The role emphasizes relationship building, teamwork, and adherence to regulatory requirements. You may work weekends or extended hours to support client needs across multiple centers

Qualifications

• Required: Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Experience delivering customer experiences that improve clients' financial lives.
• Able to identify client solutions based on needs and educate on self-service options.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines while adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• 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

High School Diploma / GED

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

Job description

Bank of America Corporation is seeking a Customer Service Associate to engage clients in the lobby, educate them about self‑service options, and assist with cash transactions at the financial center. You will help clients meet their financial goals while upholding bank policies and delivering exceptional service.

The role emphasizes relationship building, teamwork, and adherence to regulatory requirements. You may work weekends or extended hours to support client needs across multiple centers