Relationship Banker: Empower Clients & Grow Finances

Bank of America; Citrus Heights (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America in Citrus Heights, CA is seeking a customer-focused Teller to engage clients in the lobby, educate on self-service options, and accurately process cash transactions.

In this role you will build relationships with clients to understand their financial needs, follow established procedures, and connect them with appropriate banking solutions, while occasionally working weekends or extended hours.

Training may occur at a local financial center before placement based on business needs.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships and get things done.
• Passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Confident identifying solutions for new and existing clients.
• Effective communication and comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confident educating clients on self-service banking (ATM, online, mobile).
• Strong critical thinking and problem-solving skills.
• Adheres to established processes and laws; acts in best interest of clients and bank.
• Efficiently manages time and capacity.
• Flexible to work weekends and/or extended hours as needed.

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 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

Customer focus

Communication

Problem solving

Relationship building

Time management

Sales/needs identification

Self-service banking education

Education

Bachelor's or business-related associate’s degree

Job description

Bank of America in Citrus Heights, CA is seeking a customer-focused Teller to engage clients in the lobby, educate on self-service options, and accurately process cash transactions.

In this role you will build relationships with clients to understand their financial needs, follow established procedures, and connect them with appropriate banking solutions, while occasionally working weekends or extended hours.

Training may occur at a local financial center before placement based on business needs.