In-Branch Relationship Banker — Client Advisor

NBMBAA; Oxnard (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Hourly pay

Benefits eligible

Job summary

Bank of America in Oxnard, CA is seeking a customer-focused professional to greet clients, educate on self-service options, and process transactions with accuracy. You will engage clients in the lobby, discuss financial goals, and connect them with appropriate banking solutions.

The role emphasizes relationship-building, collaborative teamwork, and adherence to regulatory guidelines to ensure a high-quality client experience. Weekend hours and location flexibility may be required.

Qualifications

• Experience in financial services is preferred.
• One year of successful sales experience in a salary plus incentive environment with individual sales goals is desirable.
• Six months of cash handling experience would be beneficial.

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 do what is right for clients and the bank.
• 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

Adaptability

Business Acumen

Customer 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

High School Diploma / GED

Job description

Bank of America in Oxnard, CA is seeking a customer-focused professional to greet clients, educate on self-service options, and process transactions with accuracy. You will engage clients in the lobby, discuss financial goals, and connect them with appropriate banking solutions.

The role emphasizes relationship-building, collaborative teamwork, and adherence to regulatory guidelines to ensure a high-quality client experience. Weekend hours and location flexibility may be required.