Client Relationship Banker & Solutions Expert

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a front-line role focused on engaging clients in the lobby, educating them on self-service options like mobile, online banking and ATM usage. The role processes cash transactions with precision and builds lasting client relationships to meet financial goals.

Join a team dedicated to operational excellence, regulatory compliance, and delivering a superior client experience across multiple California branches. Weekend and extended hours may be required.

Qualifications

• Demonstrates adaptability in a fast-paced retail banking environment.
• Builds and maintains client relationships while meeting financial needs.
• Educates clients on self-service banking options and basic transactions.

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 by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Relationship Building

Client Management

Prospecting

Problem Solving

Education

High School Diploma / GED

Job description

Bank of America is hiring for a front-line role focused on engaging clients in the lobby, educating them on self-service options like mobile, online banking and ATM usage. The role processes cash transactions with precision and builds lasting client relationships to meet financial goals.

Join a team dedicated to operational excellence, regulatory compliance, and delivering a superior client experience across multiple California branches. Weekend and extended hours may be required.