Client Relationship Banking Specialist

Bank of America; Santa Monica (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America is hiring for an in-office Financial Center role in California. You will build relationships with clients, handle cash, and follow risk and regulatory guidelines while delivering a high-quality client experience.

The position requires flexibility including potential weekends and extended hours. Training occurs at a designated financial center, with relocation within reasonable commuting distance as needed. 40 hours per week, first shift.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem‑solving skills to meet clients' needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible 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-related Associate's Degree

Job description

Bank of America is hiring for an in-office Financial Center role in California. You will build relationships with clients, handle cash, and follow risk and regulatory guidelines while delivering a high-quality client experience.

The position requires flexibility including potential weekends and extended hours. Training occurs at a designated financial center, with relocation within reasonable commuting distance as needed. 40 hours per week, first shift.