Relationship Banker: Client Wins & Financial Solutions

National Black MBA Association; Burbank (CA); On-site; USD 71,635,000 - 76,595,000; Full time

Job summary

Bank of America is hiring for a client-facing role in California. The position focuses on engaging clients in the lobby, educating and assisting with self-service resources (mobile/online banking, ATM), and processing cash transactions while building relationships to meet financial goals.

The role requires weekend/extended hours availability and the ability to travel among financial centers within a reasonable distance. Adherence to laws and bank policies is essential.

Qualifications

• Demonstrates adaptability in a dynamic environment.
• Strong business acumen and client-focused mindset.
• Excellent verbal and written communication with clients.
• Strong problem solving and critical thinking skills.
• Ability to manage relationships and drive client solutions.

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 Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or related business degree

Job description

Bank of America is hiring for a client-facing role in California. The position focuses on engaging clients in the lobby, educating and assisting with self-service resources (mobile/online banking, ATM), and processing cash transactions while building relationships to meet financial goals.

The role requires weekend/extended hours availability and the ability to travel among financial centers within a reasonable distance. Adherence to laws and bank policies is essential.