Client Relationship Banker — Impactful Financial Guidance

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

Job summary

Bank of America in United States–Cupertino seeks a Client Services Associate to greet and assist clients in the lobby, process cash transactions, and guide customers to self-service options like mobile and online banking.

Commissioned roles include educating clients, connecting them with financial solutions, and supporting a smooth branch experience. Candidates should be customer-focused, communicative, and able to work a flexible schedule including weekends.

Qualifications

• Enthusiastic self-starter with strong work ethic and client focus.
• Collaborates to deliver results and build relationships.
• Able to explain banking steps and solutions to clients clearly.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes and guidelines, complies with laws and regulations.
• Grows knowledge by partnering with experts in lending, investments, and small business.
• Manages client flow and outbound calls; supports client experience.
• Manages cash responsibilities and daily center operations.

Skills

Customer Focus

Communication

Problem Solving

Relationship Building

Time Management

Team Collaboration

Education

High School Diploma or equivalent

Job description

Bank of America in United States–Cupertino seeks a Client Services Associate to greet and assist clients in the lobby, process cash transactions, and guide customers to self-service options like mobile and online banking.

Commissioned roles include educating clients, connecting them with financial solutions, and supporting a smooth branch experience. Candidates should be customer-focused, communicative, and able to work a flexible schedule including weekends.