Relationship Banker: Client Solutions & Banking Expert

ghr; Modesto (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in the United States is seeking a Customer Service Teller to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will connect clients to banking solutions that meet their financial goals, including cash handling and everyday banking needs.

The role requires a friendly, proactive communicator who can work weekends and extended hours, with a strong work ethic and adherence to laws and bank policies.

Qualifications

• Requires a high school diploma or equivalent.
• Experience in financial services or sales with a success-oriented mindset is preferred.
• Willingness to work weekends and 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 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
• Manages 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 / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a Customer Service Teller to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will connect clients to banking solutions that meet their financial goals, including cash handling and everyday banking needs.

The role requires a friendly, proactive communicator who can work weekends and extended hours, with a strong work ethic and adherence to laws and bank policies.