Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; Lake Forest (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a proactive Banking Center professional to support clients, build relationships, and drive a superior client experience. The role emphasizes adherence to processes, cash handling, and collaboration with experts in lending and investments.

The position requires strong communication, a client-centric mindset, and willingness to work flexible hours, including weekends, at various financial centers across the market.

Qualifications

• Strong work ethic and results focus; acts in the client’s best interest.
• Ability to build and nurture client relationships.
• Speaks clearly and confidently with clients across channels.
• Willing to work weekends and/or extended hours as needed.
• Able to learn and adapt to banking technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the best interest of clients and the bank.
• Grows knowledge and network by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Self-starter

Relationship building

Communication

Time management

Problem solving

Bilingual Spanish

Education

Bachelor's degree or business-related associate’s degree

Finance degree or related field (optional)

Job description

Bank of America is seeking a proactive Banking Center professional to support clients, build relationships, and drive a superior client experience. The role emphasizes adherence to processes, cash handling, and collaboration with experts in lending and investments.

The position requires strong communication, a client-centric mindset, and willingness to work flexible hours, including weekends, at various financial centers across the market.