Relationship Banker & Client Solutions Advisor

Bank of America; Folsom (CA); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Bank of America in California seeks a client-focused lobby associate to engage clients and educate on self-service banking, while accurately processing cash transactions and building lifelong relationships.

You will follow bank procedures, connect clients to solutions, and collaborate with specialists to support customers’ financial goals, contributing to a positive client experience.

Qualifications

• Must be enthusiastic, self-motivated and results-oriented.
• Strong cash handling, sales skills and client service focus.
• Ability to learn and adapt to digital banking tools and guidelines.

Responsibilities

• Engage clients in lobby and educate on self-service banking options.
• Accurately and efficiently process cash transactions for clients.
• Build relationships to understand client financial needs and goals.
• Follow processes and comply with laws and regulations.
• Grow knowledge by partnering with specialists in lending, small business, and investments.
• Manage center traffic, appointments and outbound calls.

Skills

Customer service

Sales orientation

Cash handling

Communication

Problem solving

Time management

Relationship building

Adaptability

Teamwork

Attention to detail

Education

High School Diploma or GED

Bachelor's Degree or associate’s degree in business/finance

Job description

Bank of America in California seeks a client-focused lobby associate to engage clients and educate on self-service banking, while accurately processing cash transactions and building lifelong relationships.

You will follow bank procedures, connect clients to solutions, and collaborate with specialists to support customers’ financial goals, contributing to a positive client experience.