Relationship Banker: Elevate Clients’ Financial Lives

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

Job summary

Bank of America in the United States seeks an in-branch Associate to educate clients on transactions and self-service options. You will handle cash transactions accurately while building client relationships and identifying solutions to meet financial goals.

The role emphasizes in-office culture with attendance requirements and opportunities to grow within the bank. Weekend/hours flexibility may be needed based on business needs.

Qualifications

• High school diploma or equivalent required.
• Experience in cash handling preferred.
• Strong communication and customer service skills.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Promote self-service options (mobile/online banking, ATM).
• Build relationships to meet client financial needs.
• Follow bank policies and regulatory requirements.
• Manage center traffic, appointments, and outbound calls.

Skills

Adaptability

Customer Focus

Communication

Relationship Building

Sales Skills

Cash Handling

Education

High School Diploma / GED

Bachelor's Degree in Finance or Business (nice to have)

Job description

Bank of America in the United States seeks an in-branch Associate to educate clients on transactions and self-service options. You will handle cash transactions accurately while building client relationships and identifying solutions to meet financial goals.

The role emphasizes in-office culture with attendance requirements and opportunities to grow within the bank. Weekend/hours flexibility may be needed based on business needs.