Relationship Banker: Client Growth & Service Pro

Bank of America; Richmond (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused team member to engage clients in the lobby and educate them on self-service banking options, including mobile, online, and ATMs. You will process cash transactions accurately and build relationships to understand clients' financial goals.

The role requires strong communication, the ability to work weekends or extended hours, and a commitment to compliance with laws and bank policies.

Qualifications

• High School Diploma or equivalent required.
• Strong customer service and communication skills.
• Ability to learn and adapt to new technology platforms.
• Willingness to work weekends or extended hours.
• Knowledge of financial services 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 to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

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

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-focused team member to engage clients in the lobby and educate them on self-service banking options, including mobile, online, and ATMs. You will process cash transactions accurately and build relationships to understand clients' financial goals.

The role requires strong communication, the ability to work weekends or extended hours, and a commitment to compliance with laws and bank policies.