Relationship Banker: Client Solutions & Growth

Bank of America; San Leandro (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in California is seeking a client service associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships and guide clients toward financial solutions that meet their goals.

You will follow procedures, support the bank's risk culture, and collaborate with experts in lending, investments, and small business to enhance client outcomes.

Qualifications

• Experience in financial services and knowledge of products and solutions.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree as stated.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and laws to act in clients' and bank's interest.
• 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 cash responsibilities.

Skills

Adaptability

Relationship Building

Problem Solving

Communication

Time Management

Customer Focus

Client Solutions Advisory

Self-starter

Education

Bachelor's degree or business-relevant Associate’s Degree

High School Diploma / GED

Job description

Bank of America in California is seeking a client service associate to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships and guide clients toward financial solutions that meet their goals.

You will follow procedures, support the bank's risk culture, and collaborate with experts in lending, investments, and small business to enhance client outcomes.