Client Solutions & Relationship Banker

Bank of America

South Pasadena (CA)

On-site

USD 52,000 - 56,000

Full time

14 days+

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Job summary

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service banking options, and process cash transactions efficiently. You will connect clients with solutions to meet financial goals and build lasting relationships across financial center teams.

The role requires strong communication, adaptability, and a results-driven attitude. Adequate coverage includes weekends and travel to nearby centers; position offers comprehensive benefits and

Qualifications

  • Engage clients and educate on self-service banking options.
  • Demonstrates commitment to delivering exceptional client experiences.
  • Willingness to work weekends and travel to multiple financial centers within a reasonable distance.
  • Experience in financial services is preferred but not required.
  • Bachelor’s or related degree is a plus, though high school diploma is minimum.

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 to act in the best interests of clients and the bank, complying with laws and regulations.
  • Grows business knowledge 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

Customer Focus
Adaptability
Oral Communications
Problem Solving
Relationship Building
Sales Minded

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to engage customers in the lobby, educate them on self-service banking options, and process cash transactions efficiently. You will connect clients with solutions to meet financial goals and build lasting relationships across financial center teams.

The role requires strong communication, adaptability, and a results-driven attitude. Adequate coverage includes weekends and travel to nearby centers; position offers comprehensive benefits and

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