Relationship Banker — Elevate Clients’ Financial Lives

Bank Of America

Mesquite Valley (CA)

On-site

USD 35,000 - 48,000

Full time

6 days ago
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Job summary

Bank of America is seeking a client-focused team member to educate clients in self-service banking, process cash transactions accurately, and connect clients with solutions to meet their financial goals. The role requires strong relationship-building and adherence to laws and bank guidelines.

Flexibility to work weekends and various centers within reasonable distance is expected. The ideal candidate is a motivated self-starter with a passion for helping clients, capable of learning new

Qualifications

  • Minimum Education: High School Diploma or GED or equivalent.
  • Desirable: Bachelor's degree or business-related associate degree such as business management, business administration or finance.
  • Experience in financial services or sales with client-focused mindset is a plus.

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

High School Diploma / GED / Secondary School or equivalent
Bachelor's Degree in Business/Finance

Job description

Bank of America is seeking a client-focused team member to educate clients in self-service banking, process cash transactions accurately, and connect clients with solutions to meet their financial goals. The role requires strong relationship-building and adherence to laws and bank guidelines.

Flexibility to work weekends and various centers within reasonable distance is expected. The ideal candidate is a motivated self-starter with a passion for helping clients, capable of learning new

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