Relationship Banker: Elevate Client Financial Goals

Bank of America; Malibu (CA); Presencial; USD 42.000 - 56.000; Jornada completa

Descripción de la vacante

Bank of America in Malibu, CA is hiring for a client-facing role focused on educating clients and assisting with transactions via self-service channels. You will handle cash, build client relationships, and guide customers to solutions that fit their financial goals.

The role requires a proactive, compliant professional who can work with minimal supervision, including some weekends and extended hours. In-office culture emphasizes collaboration and client service excellence.

Formación

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Delivers client-focused experiences and solutions.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking and digital tools.
• Follows laws and bank policies.
• Willing to work weekends or extended hours.
• Cash handling and transaction processing.

Responsabilidades

• 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 do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge 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.

Conocimientos

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions

Pipeline Management

Referral Identification

Educación

High School Diploma

Descripción del empleo

Bank of America in Malibu, CA is hiring for a client-facing role focused on educating clients and assisting with transactions via self-service channels. You will handle cash, build client relationships, and guide customers to solutions that fit their financial goals.

The role requires a proactive, compliant professional who can work with minimal supervision, including some weekends and extended hours. In-office culture emphasizes collaboration and client service excellence.