Relationship Banker: Grow Client Relationships & Solutions

Bank of America; Castro Valley (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Bank of America is hiring for an in-office Financial Center role in California. You will build client relationships, drive the client experience, and manage cash and appointments while following bank guidelines and regulatory requirements.

The position emphasizes collaboration, adaptability, and a proactive sales mindset to meet client needs and grow business, with opportunities for advancement and comprehensive benefits.

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• Experience in financial services and knowledge of products is a plus.
• Ability to learn and adapt to technology platforms and processes.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank, per laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Customer focus

Relationship building

Problem solving

Communication

Sales capability

Time management

Self-starter

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring for an in-office Financial Center role in California. You will build client relationships, drive the client experience, and manage cash and appointments while following bank guidelines and regulatory requirements.

The position emphasizes collaboration, adaptability, and a proactive sales mindset to meet client needs and grow business, with opportunities for advancement and comprehensive benefits.