Client Solutions & Relationship Banker

Bank of America; Madera (CA); On-site; USD 22,000 - 30,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate and assist with self-service resources such as mobile banking, online banking, or ATM, and accurately process cash transactions. The role supports the client experience and helps meet financial goals.

Training occurs at one financial center with potential moves within commuting distance; role flexibility and adherence to business needs are emphasized. Weekend or extended hours may be required, depending on center needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to meet client needs.
• Confident in engaging all clients and educating on services.
• Learns quickly and adapts to new information and technology.
• Educates clients on self-service banking options (ATM, online, mobile).
• Willing to work weekends or extended hours as needed.
• Cash handling experience is a plus.

Responsibilities

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

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 relevant Associate's Degree

Job description

Bank of America is hiring to engage clients in the lobby, educate and assist with self-service resources such as mobile banking, online banking, or ATM, and accurately process cash transactions. The role supports the client experience and helps meet financial goals.

Training occurs at one financial center with potential moves within commuting distance; role flexibility and adherence to business needs are emphasized. Weekend or extended hours may be required, depending on center needs.