Relationship Banker: Build Clients' Financial Futures

Bank of America; Capitola (CA); Presencial; USD 34.000 - 37.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Industry-leading benefits

Paid time off

Employee support

Descripción de la vacante

Bank of America in Capitola, CA, invites applications for a client-facing Banking Associate role. You will engage clients in the lobby, educate on self-service channels, and process cash transactions with accuracy.

You will conduct in-depth conversations to understand financial goals and connect clients with suitable solutions. The position requires a proactive self-starter attitude, strong communication, and the ability to work varied hours, including weekends.

Formación

• High School Diploma or equivalent required.
• Experience in financial services and knowledge of industry are a plus.
• Sales experience in a salary plus incentive environment with individual goals is desirable.

Responsabilidades

• 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 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.

Conocimientos

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Educación

High School Diploma / GED / Secondary School or equivalent

Descripción del empleo

Bank of America in Capitola, CA, invites applications for a client-facing Banking Associate role. You will engage clients in the lobby, educate on self-service channels, and process cash transactions with accuracy.

You will conduct in-depth conversations to understand financial goals and connect clients with suitable solutions. The position requires a proactive self-starter attitude, strong communication, and the ability to work varied hours, including weekends.