Client Relationship Banker – Growth & Solutions

Bank of America Corporation; Malibu (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America Corporation in Malibu, CA is hiring for a Client Service Associate focused on educating clients in the lobby and assisting with transactions via self-service channels. You will process cash transactions, conduct deep client conversations to uncover financial goals, and connect clients to suitable solutions.

The role requires a proactive, client-centric mindset, strong relationship-building, and the ability to work weekends or extended hours as needed in an in-office environment.

Qualifications

• High School Diploma / GED / Secondary School or equivalent required.
• Bachelor's Degree or business-related Associate’s Degree preferred in business, finance, or related field.
• Experience in financial services knowledge is a plus.
• Availability to work weekends and/or extended hours as needed.

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

Adaptability

Business Acumen

Customer 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 / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America Corporation in Malibu, CA is hiring for a Client Service Associate focused on educating clients in the lobby and assisting with transactions via self-service channels. You will process cash transactions, conduct deep client conversations to uncover financial goals, and connect clients to suitable solutions.

The role requires a proactive, client-centric mindset, strong relationship-building, and the ability to work weekends or extended hours as needed in an in-office environment.