Client Relationship & Solutions Banker

Bank of America; Milpitas (CA); On-site; USD 52,000 - 56,000; Full time

Job summary

Bank of America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect clients to appropriate solutions to meet financial goals.

This role emphasizes accuracy, compliance with laws, strong communication, and a flexible schedule including weekends or extended hours as needed.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs.
• Passion and drive to deliver a positive client experience.
• Able to identify solutions for new and existing clients.
• Confident in communicating with all clients.
• Learns new technology platforms and self-service banking.
• Applies critical thinking to meet client needs.
• Adheres to laws and bank guidelines; documented processes.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to act in clients' and bank's best interests.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Job description

Bank of America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect clients to appropriate solutions to meet financial goals.

This role emphasizes accuracy, compliance with laws, strong communication, and a flexible schedule including weekends or extended hours as needed.