Client Relationship Banking Specialist

Bank of America; Newport Beach (CA); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America in Newport Beach is seeking a results-oriented client-focused professional for a front-line banking role. You will build relationships, understand financial needs, and ensure compliant, customer-centric service across teller and advisor interactions.

The position emphasizes prospecting, cash handling, and driving the client experience, with opportunities to collaborate with specialists in lending, small business, and investments.

Qualifications

• Experience in financial services is preferred.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America in Newport Beach is seeking a results-oriented client-focused professional for a front-line banking role. You will build relationships, understand financial needs, and ensure compliant, customer-centric service across teller and advisor interactions.

The position emphasizes prospecting, cash handling, and driving the client experience, with opportunities to collaborate with specialists in lending, small business, and investments.