Relationship Banker

Bank of America; Cameron Park (CA); On-site; USD 34,440 - 35,817; Full time

Job summary

Bank of America is seeking an in-branch role in Cameron Park, CA. The position focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions with accuracy. You will build relationships, understand clients' financial priorities, and connect them to appropriate solutions.

Responsibilities include managing center traffic, handling inquiries, and driving a quality client experience. Weekend/extended hours may be required to meet customer needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus
• Collaborates effectively to build relationships and get tasks done
• Passion and drive to improve clients' financial lives
• Ability to identify solutions for new and existing clients
• Excellent verbal and written communication; comfortable with all clients
• Learns and adapts to new information and technology platforms
• Educates clients on simple banking transactions via self-service tools
• Strong critical thinking and problem-solving skills
• Follows established processes and complies with laws and regulations
• Manages time and capacity efficiently
• Flexible availability including weekends/extended hours

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources
• Process cash transactions accurately and efficiently as needed
• Develop in-depth conversations to understand financial and life priorities
• Connect clients to solutions that meet financial goals
• Manage bank center traffic, appointments, and outbound calls
• Drive the client experience and relationship growth
• Collaborate with experts in small business, lending, and investments

Skills

Client relationship building

Adaptability

Problem solving

Communication

Customer focus

Time management

Team collaboration

Sales mindset

Education

Bachelor's Degree

High School Diploma or GED

Job description

About the Role

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.

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

Required Qualifications

• Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently, and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results, while acting in the best interest of the client
• Can be flexible to work weekends and/or extended hours as needed

Desired Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

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

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Location

US - CA - Cameron Park - 4070 Cameron Park Dr - CAMERON PARK BC (CA2175)

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Transparency

Pay range: $25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits: This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator.