Relationship Banker: Elevate Clients' Financial Lives

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

Job summary

Bank of America in San Diego is seeking a client-focused service professional to educate clients on self-service options and help them complete transactions with accuracy. You will guide conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include managing center flow and appointments, promoting client experience, and collaborating with experts in lending, investments, and small business services. Flexibility for weekends may be required.

Qualifications

• Experience in financial services or banking is preferred.
• Sales experience in a salary-plus-incentive environment helps.
• Cash handling experience is a plus.
• Bachelor’s degree or related business/finance training is desirable.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls effectively.
• Support client experience and contribute to a positive local branch environment.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Business/Finance related Associate’s Degree

Job description

Bank of America in San Diego is seeking a client-focused service professional to educate clients on self-service options and help them complete transactions with accuracy. You will guide conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include managing center flow and appointments, promoting client experience, and collaborating with experts in lending, investments, and small business services. Flexibility for weekends may be required.