Relationship Banker – Elevate Clients’ Finances

Bank of America; Millbrae (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage clients in the lobby and guide them through self-service banking options. You will handle cash transactions, build relationships, and connect clients to financial solutions that meet their goals.

The role emphasizes a strong client experience, regulatory compliance, and collaboration with banking experts to serve a broad client base across locations.

Qualifications

• Demonstrates enthusiasm and strong work ethic
• Excellent communication and relationship-building skills
• Ability to learn and adapt to new information and technology platforms
• Comfortable educating clients on self-service banking
• Able to work weekends and travel to locations within reasonable distance

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking
• Process cash transactions accurately and efficiently
• Develop in-depth knowledge of clients' financial needs to connect them to solutions
• Build relationships to meet clients' financial goals and expand services

Job description

Bank of America is seeking a client-focused team member to engage clients in the lobby and guide them through self-service banking options. You will handle cash transactions, build relationships, and connect clients to financial solutions that meet their goals.

The role emphasizes a strong client experience, regulatory compliance, and collaboration with banking experts to serve a broad client base across locations.