In-Branch Relationship Banker: Client Solutions & Growth

Sacbar; California (MO); Hybrid; USD 71,635,000 - 76,884,000; Full time

Benefits offered by this job

Benefits eligibility

Paid time off

Industry-leading benefits

Job summary

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self‑service resources, and accurately process cash transactions. You will build relationships, identify client needs, and connect them to financial solutions while following risk and regulatory guidelines.

The role requires flexibility for weekends, strong communication, and the ability to learn new fintech platforms.

Qualifications

• High School Diploma or equivalent is required.
• Bachelor's or business-related associate degree preferred.
• Experience in financial services or customer-facing roles is a plus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Processes cash transactions accurately and efficiently.
• Grows knowledge by partnering with experts in lending, investments, and small business.
• Manages client relationships and outbound follow-ups to meet needs.
• Follows processes and guidelines to comply with laws and regulations.
• Drives the client experience and supports efficient center operations.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Communication

Business Acumen

Prospecting

Account Management

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is seeking a Customer Service Associate to engage clients in the lobby, educate them on self‑service resources, and accurately process cash transactions. You will build relationships, identify client needs, and connect them to financial solutions while following risk and regulatory guidelines.

The role requires flexibility for weekends, strong communication, and the ability to learn new fintech platforms.