Relationship Banker: Client Experience & Financial Guidance

Bank of America; Lodi (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will connect clients to solutions and support their financial goals with strong service. This role requires adaptability and a proactive approach to client needs.

Open to candidates across the market; training occurs at a central location, with potential relocation within commuting distance. Weekend/extended hours may be required.

Qualifications

• Willing to work weekends and extended hours as needed.
• Strong client focus and relationship-building skills.
• Able to learn and adapt to new technology platforms.
• Experience in cash handling is advantageous.
• Sales experience in a salary plus incentive environment is helpful.

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 serve clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.
• Supports relationship-building and client solutions advisory.

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 business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a customer-focused teammate to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will connect clients to solutions and support their financial goals with strong service. This role requires adaptability and a proactive approach to client needs.

Open to candidates across the market; training occurs at a central location, with potential relocation within commuting distance. Weekend/extended hours may be required.