Relationship Banker: Client Solutions & Growth

Bank of America; Roseville (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is hiring for a client-focused role to assist lobby clients, educate on self-service banking, and process cash transactions accurately. You will engage clients to understand financial goals and connect them with appropriate solutions while upholding risk and compliance standards.

Experience in financial services, strong communication, and flexibility to work weekends or extended hours are valued. Training will be provided, with opportunities for growth within the branch network.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to complete tasks and build relationships.
• Displays passion, commitment and drive to improve clients’ financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates confidently with all clients; comfortable with technology platforms.
• Learns and adapts to new information and systems; strong problem solving.
• Educates clients on simple banking transactions via self-service tools.

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 clients' and bank's interest.
• Grows knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and ensures service quality.
• Manages cash responsibilities and security practices.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree (business/finance)

Job description

Bank of America is hiring for a client-focused role to assist lobby clients, educate on self-service banking, and process cash transactions accurately. You will engage clients to understand financial goals and connect them with appropriate solutions while upholding risk and compliance standards.

Experience in financial services, strong communication, and flexibility to work weekends or extended hours are valued. Training will be provided, with opportunities for growth within the branch network.