Relationship Banker: Client Solutions & Banking Expert

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

Job summary

Bank of America in the Irvine area seeks a customer-focused Banking Associate to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will connect clients to solutions that meet their financial goals while upholding risk and regulatory standards.

You will build relationships across teams, support branch operations, handle cash responsibly, and contribute to a smooth client experience with weekend or extended hours as needed.

Qualifications

• Customer-focused and able to educate clients on banking basics.
• Experience in financial services and sales.
• Cash handling experience.
• Bachelor's or relevant degree.

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 act in the clients' and bank's best interests.
• Grows business knowledge and networks by partnering with colleagues in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the Irvine area seeks a customer-focused Banking Associate to engage clients in the lobby, educate on self-service channels, and accurately process cash transactions. You will connect clients to solutions that meet their financial goals while upholding risk and regulatory standards.

You will build relationships across teams, support branch operations, handle cash responsibly, and contribute to a smooth client experience with weekend or extended hours as needed.