Relationship Banker: Client Solutions & Growth

Bank of America; Santa Monica (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America in Santa Monica, CA is seeking a customer-focused professional to engage clients in the lobby and assist with transactions through self-service options (mobile, online, ATM). You will handle cash, conduct deep client conversations, and connect customers to solutions meeting their financial goals.

The role requires strong communication, relationship-building, and problem-solving skills, with a flexible schedule including weekends/extensions as needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Builds relationships to meet clients' financial needs.
• Communicates effectively and confidently with clients.
• Able to identify financial solutions based on client needs.
• Learns and adapts to new information and technology platforms.
• 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 to act in clients' and bank's best interests, complying with laws.
• 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 retail banking relationships.
• Manages cash responsibilities.

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Acumen

Client Solutions Advisory

Client Management

Account Management

Pipeline Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Santa Monica, CA is seeking a customer-focused professional to engage clients in the lobby and assist with transactions through self-service options (mobile, online, ATM). You will handle cash, conduct deep client conversations, and connect customers to solutions meeting their financial goals.

The role requires strong communication, relationship-building, and problem-solving skills, with a flexible schedule including weekends/extensions as needed.