Client Solutions & Relationship Banker

Bank of America; Santa Monica (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients with suitable solutions.

Responsibilities include operational excellence, following procedures, and partnering with specialists in lending and investments to grow the business. Weekend and extended hours may be required.

Qualifications

• Strong work ethic with a results-driven mindset.
• Ability to build and nurture client relationships in a fast-paced environment.
• Effective communication and confidence in engaging diverse clients.
• Comfort learning new information and technology platforms.
• Ability to educate clients on using self-service banking tools (ATM/Online/Mobile).
• Strong critical thinking and problem-solving to meet client needs.

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 in Business Administration

Associate’s Degree in Business Administration

High School Diploma or GED

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients with suitable solutions.

Responsibilities include operational excellence, following procedures, and partnering with specialists in lending and investments to grow the business. Weekend and extended hours may be required.