Relationship Banker: Elevate Clients’ Financial Lives

Bank of America; San Juan Capistrano (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States seeks a client-focused team member to engage clients in the lobby, educating and assisting with self-service banking options. You will process cash transactions and discuss clients' financial goals to connect them with suitable solutions.

The role emphasizes relationship building, adherence to laws and procedures, and delivering an exceptional client experience across a busy financial center. Familiarity with self-service platforms is valued.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• Bilingual Spanish

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

Enthusiastic

Relationship building

Client focus

Effective communication

Self-starter

Tech literacy

Education

Bachelor's degree or business-relevant Associate’s Degree

Job description

Bank of America in the United States seeks a client-focused team member to engage clients in the lobby, educating and assisting with self-service banking options. You will process cash transactions and discuss clients' financial goals to connect them with suitable solutions.

The role emphasizes relationship building, adherence to laws and procedures, and delivering an exceptional client experience across a busy financial center. Familiarity with self-service platforms is valued.