Relationship Banker - Client Solutions & Growth

Bank of America; Gardena (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America in California seeks a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to banking solutions that fit life goals.

The role requires strong communication, adaptability, and a commitment to compliance. Some weekend/extended hours may be necessary, with in-office collaboration and growth opportunities.

Qualifications

• Experience in financial services or knowledge of financial services products preferred.
• One year of demonstrated sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance.

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 do what is right for clients and the bank.
• Grows 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

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

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

Job description

Bank of America in California seeks a Customer Service Associate to engage clients in the lobby, educate on self-service banking, and accurately process cash transactions. You will build relationships, assess client needs, and connect them to banking solutions that fit life goals.

The role requires strong communication, adaptability, and a commitment to compliance. Some weekend/extended hours may be necessary, with in-office collaboration and growth opportunities.