Relationship Banker: Elevate Clients’ Financial Lives

Bank of America

Cerritos (CA)

On-site

USD 45,000 - 65,000

Full time

7 days ago
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Job summary

Bank of America is seeking a frontline banking professional for a Financial Center position in the United States. The role focuses on building strong client relationships, driving responsible growth, and delivering excellent service through both personal support and self-service tools.

You will help clients with everyday banking needs and referrals while adhering to regulatory requirements. This is a full-time role with potential weekend hours, requiring the ability to manage cash, schedule

Qualifications

  • Bachelor's degree or business-related Associate’s degree such as business management, business administration or finance.
  • Experience in financial services is preferred.
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.

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 and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a frontline banking professional for a Financial Center position in the United States. The role focuses on building strong client relationships, driving responsible growth, and delivering excellent service through both personal support and self-service tools.

You will help clients with everyday banking needs and referrals while adhering to regulatory requirements. This is a full-time role with potential weekend hours, requiring the ability to manage cash, schedule

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