Relationship Banker - Grow Client Wealth & Experience

Bank of America Corporation; Garden Grove (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused associate to engage bank clients in the lobby, educate on self-service options, and accurately handle cash transactions. The role emphasizes understanding clients’ financial goals and connecting them to appropriate solutions with support from specialists in lending, investments, and small business services.

Responsibilities include managing center flow, maintaining high service standards, and adhering to laws while growing product knowledge

Qualifications

• Requires strong customer service and financial services knowledge.
• Proven ability to educate clients on products and services.
• Demonstrated sales experience in a salary plus incentive environment is preferred.

Responsibilities

• Engage clients in lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and guidelines and comply with legal/regulatory requirements.
• Grow knowledge by collaborating with lending, investments, and small business experts.
• Manage center traffic, appointments and outbound calls; drive client experience.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Account Management

Education

Bachelor’s Degree in business management/finance (or business-relevant Associate’s Degree)

Job description

Bank of America Corporation is seeking a client-focused associate to engage bank clients in the lobby, educate on self-service options, and accurately handle cash transactions. The role emphasizes understanding clients’ financial goals and connecting them to appropriate solutions with support from specialists in lending, investments, and small business services.

Responsibilities include managing center flow, maintaining high service standards, and adhering to laws while growing product knowledge