Relationship Banker: Client Solutions & Cash Expert

Sacbar

Sacramento, Northern (CA, KY)

Hybrid

USD 52,000 - 56,000

Full time

4 days ago
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Job summary

Bank of America is hiring a frontline Associate to engage clients in lobby interactions, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep client conversations to tailor financial solutions and meet goals.

The position requires strong communication, flexibility for weekend hours, and adherence to regulatory guidelines. Training occurs at a designated financial center with potential relocation within commuting distance.

Qualifications

  • Enthusiastic self-starter with strong work ethic and client focus.
  • Able to learn and adapt to new information and technology platforms.
  • Excellent communication and relationship-building skills.
  • Flexible to work weekends and/or 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
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is hiring a frontline Associate to engage clients in lobby interactions, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep client conversations to tailor financial solutions and meet goals.

The position requires strong communication, flexibility for weekend hours, and adherence to regulatory guidelines. Training occurs at a designated financial center with potential relocation within commuting distance.

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