Client Solutions Relationship Banker

Bank of America Corporation; Santa Ana (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is hiring for a role in California that focuses on engaging clients in the lobby and guiding them through self-service banking options. You will learn clients' financial priorities and connect them to appropriate solutions while processing cash transactions with accuracy.

The position requires strong communication, relationship-building skills, and the ability to work weekends or extended hours as needed. Training and career development are emphasized.

Qualifications

• Experience in financial services and knowledge of financial products.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor's Degree or related business degree.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Conduct deep conversations to understand financial goals and connect to solutions.
• Build relationships to meet client financial needs.
• Drive customer experience and ensure compliance with laws.

Skills

Customer service

Relationship building

Sales orientation

Cash handling

Communication

Problem solving

Adaptability

Time management

Education

Bachelor's Degree or business-related Associate's Degree

Customer service training

Job description

Bank of America is hiring for a role in California that focuses on engaging clients in the lobby and guiding them through self-service banking options. You will learn clients' financial priorities and connect them to appropriate solutions while processing cash transactions with accuracy.

The position requires strong communication, relationship-building skills, and the ability to work weekends or extended hours as needed. Training and career development are emphasized.