Relationship Banker: Client Impact & Growth

Bank of America; Dana Point (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America is seeking a client-facing team member at our Dana Point location to educate clients and assist with transactions through self-service channels like mobile and online banking or ATM.

The role involves processing cash, building relationships, and guiding clients to financial solutions that align with their goals while complying with applicable laws and bank policies. Weekend availability may be required.

Qualifications

• Strong work ethic with client-first approach.
• Willingness to learn and adapt to new technology platforms.
• Ability to explain banking concepts clearly to clients.
• Experience in cash handling and transactions preferred.
• Bilingual Spanish.

Responsibilities

• Executes the bank's risk culture and operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable 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 and manages cash responsibilities.

Skills

Adaptability

Relationship Building

Communication

Problem Solving

Client Focus

Sales

Education

Bachelor's Degree

Associate's Degree in Business

Job description

Bank of America is seeking a client-facing team member at our Dana Point location to educate clients and assist with transactions through self-service channels like mobile and online banking or ATM.

The role involves processing cash, building relationships, and guiding clients to financial solutions that align with their goals while complying with applicable laws and bank policies. Weekend availability may be required.