Relationship Banker

Bank of America; Milpitas (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Milpitas, CA is hiring for a client-focused associate to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect clients to appropriate solutions to meet financial goals.

This role emphasizes accuracy, compliance with laws, strong communication, and a flexible schedule including weekends or extended hours as needed.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs.
• Passion and drive to deliver a positive client experience.
• Able to identify solutions for new and existing clients.
• Confident in communicating with all clients.
• Learns new technology platforms and self-service banking.
• Applies critical thinking to meet client needs.
• Adheres to laws and bank guidelines; documented processes.
• Follows processes and regulations in daily activities.
• Manages time and capacity efficiently.
• Willing to work weekends/extended hours as needed.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to act in clients' and bank's best interests.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Sales experience

Cash handling

Customer focus

Communication

Self-service knowledge

Problem solving

Time management

Team collaboration

Relationship building

Adaptability

Learning new tech

Sales ability

Client solutions advisory

Prospecting

Referral identification

Referral management

Education

High School Diploma / GED

Bachelor's or Associate’s in business/finance (preferred)

Tools

POS systems

Cash handling equipment

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

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.

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
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Pay Transparency details

US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107)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.