Relationship Banker: Client Solutions & Banking Expert

Bank of America; San Gabriel (CA); On-site; USD 38,000 - 46,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby and guide them through simple transactions via self-service channels such as ATM, online banking, and mobile banking. You will accurately process cash transactions and build strong knowledge of clients' financial priorities to connect them with the right solutions.

The role emphasizes delivering a positive client experience, adhering to applicable laws and bank policies, and may require weekend or extended

Qualifications

• Enthusiastic self-starter with a strong work ethic and client focus.
• Ability to learn and adapt to new information and technology.
• Comfortable engaging all clients and identifying solutions based on needs.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Relationship Building

Customer Focus

Communication Skills

Problem Solving

Sales Aptitude

Time Management

Adaptability

Education

High School Diploma / GED

Bachelor's or Business-Related Associate’s Degree

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby and guide them through simple transactions via self-service channels such as ATM, online banking, and mobile banking. You will accurately process cash transactions and build strong knowledge of clients' financial priorities to connect them with the right solutions.

The role emphasizes delivering a positive client experience, adhering to applicable laws and bank policies, and may require weekend or extended