Relationship Banker

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

Job summary

Bank of America is hiring for a client engagement role at our California offices. The position focuses on educating clients about self-service channels and processing cash transactions while building relationships to meet financial needs.

You will work within our in-office culture with regular shifts and potential flexibility based on role requirements. The ideal candidate is customer‑obsessed, capable of learning new technologies, and comfortable engaging clients to understand their financial

Qualifications

• High school diploma or equivalent is required.
• Experience in financial services and knowledge of banking products is preferred.
• Ability to learn and adapt to new information and technology platforms.
• Strong customer service and relationship-building skills.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect them to suitable solutions.
• Maintain compliance with laws and bank policies during daily activities.
• Manage client flow, appointments, and outbound calls to drive the client experience.
• Assist with cash handling and risk-aware banking operations.
• Support in-office operations and adapt to flexible scheduling as needed.

Job description

Job Description

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.

Joinus!

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

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Chino - 12747 Central Ave - CHINO VALLEY MAIN OFFICE (CA7154), US - CA - Chino Hills - 4100 CHINO HILLS PKWY - CHINO HILLS BC (CA7169), US - CA - CORONA - 1312 E ONTARIO AVE - CORONA PLAZA (CA6224), US - CA - Corona - 204 E 6th St (CA6114), US - CA - Eastvale - 12511 Limonite Ave (CA6234), US - CA - Eastvale - 14284 Schleisman Rd - West Eastvale (CA6265), US - CA - Riverside - 351 E Alessandro Blvd - ALLESSANDRO/MISSION GROVE (CA6229)

Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.