Relationship Banker: Client Growth & Banking Solutions

Bank of America; Walnut (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in Walnut, CA seeks a frontline client associate to guide customers in lobby transactions and self‑service tools. You will conduct cash transactions, listen to clients’ financial goals, and connect them with appropriate solutions.

The role emphasizes relationship building, adherence to policy, and collaboration with experts across small business, lending, and investments. Weekend/extended hours may be required.

Qualifications

• Excellent interpersonal and communication skills.
• Able to learn and adapt to banking platforms.
• Fluent Mandarin required for customer interactions.
• Familiarity with cash handling and sales goals.

Responsibilities

• Engage clients in lobby and educate on self-service channels.
• Process cash transactions accurately and efficiently.
• Build relationships to meet client financial needs.
• Adhere to laws, policies and risk controls.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Experience Branding

Client Solutions Advisory

Pipeline Management

Education

High School Diploma / GED

Bachelor’s Degree or business-relevant Associate’s Degree

Job description

Bank of America in Walnut, CA seeks a frontline client associate to guide customers in lobby transactions and self‑service tools. You will conduct cash transactions, listen to clients’ financial goals, and connect them with appropriate solutions.

The role emphasizes relationship building, adherence to policy, and collaboration with experts across small business, lending, and investments. Weekend/extended hours may be required.