Relationship Banker: Client Growth & Solutions Expert

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

Job summary

Bank of America in the United States seeks a frontline teammate to engage clients in the lobby, educate them on self-service options, and help conduct transactions through mobile, online banking, or ATM. The role emphasizes accurate cash handling and building trust by listening to life priorities and connecting clients to suitable financial solutions.

You will follow established processes, work with experts in small business, lending, and investments, manage center traffic, and contribute to a

Qualifications

• Self-starter with a strong work ethic and results focus for clients.
• Collaborates effectively to get things done and build relationships.
• Delivers an experience that improves clients' financial lives.
• Educates clients on self-service banking solutions and platforms.
• Learns and adapts to new information and technology.
• Follows processes and complies with laws and bank policies.
• Availability to work weekends or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to act in the client's and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and handles 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

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

Job description

Bank of America in the United States seeks a frontline teammate to engage clients in the lobby, educate them on self-service options, and help conduct transactions through mobile, online banking, or ATM. The role emphasizes accurate cash handling and building trust by listening to life priorities and connecting clients to suitable financial solutions.

You will follow established processes, work with experts in small business, lending, and investments, manage center traffic, and contribute to a