Relationship Banker: Client Experience & Solutions

Bank of America; San Jose (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is hiring for an in-branch role focused on engaging clients, educating them about self-service options, and processing cash transactions accurately and efficiently. The role emphasizes deep client conversations to understand financial priorities and connect clients to suitable solutions.

The position supports strong risk culture, adherence to laws, and collaboration with experts in small business, lending, and investments, while managing center traffic and outreach calls to

Qualifications

• Minimum 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 is preferred.

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, 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.

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

Bachelor's Degree or business-relevant Associate’s Degree in business/finance

Job description

Bank of America is hiring for an in-branch role focused on engaging clients, educating them about self-service options, and processing cash transactions accurately and efficiently. The role emphasizes deep client conversations to understand financial priorities and connect clients to suitable solutions.

The position supports strong risk culture, adherence to laws, and collaboration with experts in small business, lending, and investments, while managing center traffic and outreach calls to