Relationship Banker: Elevate Clients' Financial Lives

Bank of America; California; Vor Ort; USD 36.000 - 44.000; Vollzeit

Zusammenfassung

Bank of America in Santa Barbara seeks a client-focused sales associate to deepen relationships and provide financial center services. You will guide clients through self-service options, digital tools, and responsible banking decisions to meet their priorities.

The role requires strong communication, a notary option, and the ability to manage multiple tasks in a fast-paced environment.

Qualifikationen

• Minimum one year of sales experience in a client-focused role.
• Strong communication skills and a results-driven mindset.
• Ability to tailor solutions to client needs.

Aufgaben

• Deepen client relationships by offering financial center services and solutions.
• Educate clients on self-service transactions and digital tools.
• Leverage resources to enhance the client experience and accuracy.
• Open accounts and perform maintenance and Digital Assisted Shopping tasks.
• Manage client interactions while complying with regulations.

Kenntnisse

Active Listening

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development Pipeline

Prospecting

Referral Identification

Referral Management

Ausbildung

High School Diploma / GED

Tools

Microsoft Office

Jobbeschreibung

Bank of America in Santa Barbara seeks a client-focused sales associate to deepen relationships and provide financial center services. You will guide clients through self-service options, digital tools, and responsible banking decisions to meet their priorities.

The role requires strong communication, a notary option, and the ability to manage multiple tasks in a fast-paced environment.