Relationship Banker: Client Solutions & Growth

Bank of America; Sacramento (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Specialist to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions across branches. The role emphasizes building trusted relationships and uncovering financial needs to connect clients with appropriate solutions.

You will train at a central location and may relocate within a reasonable commuting distance, with a schedule including weekends and extended hours as required, all within regulatory

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to meet client needs and build relationships.
• Shows 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 and educates on self-service banking.
• Learns and adapts to new information and technology platforms.
• Applies critical thinking and problem-solving to client needs.
• Follows procedures to comply with laws and regulations.
• Manages time and capacity efficiently.
• Willing 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 is seeking a Customer Service Specialist to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions across branches. The role emphasizes building trusted relationships and uncovering financial needs to connect clients with appropriate solutions.

You will train at a central location and may relocate within a reasonable commuting distance, with a schedule including weekends and extended hours as required, all within regulatory