Relationship Banker: Build Client Relationships & Solutions

Bank of America Corporation; Palm Desert (CA); On-site; USD 25,000 - 39,000; Full time

Job summary

Bank of America Corporation is hiring for a role involving engaging clients in the lobby, educating them on self-service options, and processing cash transactions. The position emphasizes building relationships to meet financial needs while adhering to regulatory guidelines and risk controls.

The role requires bilingual Spanish capability, strong communication, and the ability to educate customers on online, mobile, and ATM banking.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture client relationships.
• Delivers an experience that improves clients' financial lives.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking options (ATM, online and mobile).
• Follows established processes and regulations to act in clients' and bank's best interest.
• Willing to work weekends or extended hours as needed.

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 to do what is right for clients and the bank.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Customer service

Sales skills

Bilingual Spanish

Cash handling

Communication

Relationship building

Education

Bachelor's degree

Associate's degree

Job description

Bank of America Corporation is hiring for a role involving engaging clients in the lobby, educating them on self-service options, and processing cash transactions. The position emphasizes building relationships to meet financial needs while adhering to regulatory guidelines and risk controls.

The role requires bilingual Spanish capability, strong communication, and the ability to educate customers on online, mobile, and ATM banking.