Relationship Banker: Elevate Clients' Financial Lives

Bank of America; Santa Barbara (CA); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Santa Barbara, CA seeks a client-focused associate to assist clients with transactions and self-service options, maintaining accuracy in cash handling and adherence to bank policies.

In this role, you will build relationships, uncover financial needs, and connect clients to suitable solutions while contributing to a positive client experience in an in-office setting.

Qualifications

• Experience in customer service with a focus on financial products is preferred.
• Ability to handle cash accurately and follow procedures.
• Strong communication and interpersonal skills across client interactions.
• Familiarity with banking policies and risk controls is beneficial.

Responsibilities

• Engages clients in the lobby to assist with transactions and self-service resources.
• Processes cash transactions accurately and efficiently for clients.
• Gathers client information to link them to appropriate solutions.
• Builds relationships to identify financial needs and opportunities.

Skills

Adaptability

Customer focus

Problem solving

Relationship building

Client management

Sales orientation

Time management

Education

High School Diploma/GED

Job description

Bank of America in Santa Barbara, CA seeks a client-focused associate to assist clients with transactions and self-service options, maintaining accuracy in cash handling and adherence to bank policies.

In this role, you will build relationships, uncover financial needs, and connect clients to suitable solutions while contributing to a positive client experience in an in-office setting.