Client Relationship Banker - Growth, Solutions & Service

Bank of America; Palm Springs (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is looking for team-oriented professionals to engage clients in the lobby, educate on self-service options, and process cash transactions while building long-term relationships. You will connect clients to solutions that meet financial goals and support a strong client experience.

The role requires availability to work weekends or extended hours and adherence to policies and regulatory guidelines, contributing to responsible growth and community impact.

Qualifications

• Must be enthusiastic, self-motivated, and focused on results for clients.
• Strong collaboration to build relationships and deliver client experiences.
• Ability to learn and adapt to new information and technology platforms.

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 and Client Focus

Oral Communications

Problem Solving

Account Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is looking for team-oriented professionals to engage clients in the lobby, educate on self-service options, and process cash transactions while building long-term relationships. You will connect clients to solutions that meet financial goals and support a strong client experience.

The role requires availability to work weekends or extended hours and adherence to policies and regulatory guidelines, contributing to responsible growth and community impact.