Relationship Banker - Client-Centric Banking

Bank of America; Lincoln (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in Lincoln, California seeks a client-oriented associate to engage clients in the lobby, educate on self‑service options, and accurately process cash transactions. You will build relationships and connect clients with solutions to fit their financial goals while upholding policy and regulatory standards.

You should be an energetic self-starter with strong communication skills, adaptable to new banking technologies, and capable of working weekends or extended hours as needed.

Qualifications

• Energetic self-starter with a strong work ethic focused on client outcomes.
• Excellent communication skills and ability to engage all client types.
• Willingness to learn new information and technology platforms.
• Experience with cash handling and basic financial transactions is a plus.

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

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

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree

Job description

Bank of America in Lincoln, California seeks a client-oriented associate to engage clients in the lobby, educate on self‑service options, and accurately process cash transactions. You will build relationships and connect clients with solutions to fit their financial goals while upholding policy and regulatory standards.

You should be an energetic self-starter with strong communication skills, adaptable to new banking technologies, and capable of working weekends or extended hours as needed.