In-Office Relationship Banker: Grow Clients’ Finances

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

Job summary

Bank of America Corporation is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with suitable financial solutions.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours across various CA centers. Training will be provided, with relocation or transfer within reasonable commuting distance as needed.

Qualifications

• Demonstrates adaptability and focus on client outcomes.
• Strong communication and relationship-building skills.
• Ability to learn new technology platforms and processes.
• Comfort educating clients on self-serve banking options.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service tools.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to understand client needs and connect to solutions.
• Maintain compliance with banking laws and internal guidelines.
• Manage center traffic, appointments, and outbound calls to enhance experience.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Account management

Client solutions advisory

Relationship building

Time management

Education

High School Diploma or GED

Bachelor’s degree in finance/business (preferred)

Job description

Bank of America Corporation is seeking a client-focused associate to engage clients in the lobby, educate them on self-service options, and assist with transactions. You will handle cash, build relationships, and connect clients with suitable financial solutions.

The role requires strong communication, problem-solving, and the ability to work weekends or extended hours across various CA centers. Training will be provided, with relocation or transfer within reasonable commuting distance as needed.