Relationship Banker: Grow Client Wealth & Experience

Bank of America; Whittier (CA); On-site; USD 60,000 - 75,000; Full time

Job summary

Bank of America is seeking a Relationship Banker to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build deep client relationships, understand financial priorities, and connect clients with tailored solutions.

The role emphasizes risk-aware service, adherence to regulations, and collaboration with specialists in lending, investments, and small business to grow client portfolios.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

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 in daily activities 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

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

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

Job description

Bank of America is seeking a Relationship Banker to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build deep client relationships, understand financial priorities, and connect clients with tailored solutions.

The role emphasizes risk-aware service, adherence to regulations, and collaboration with specialists in lending, investments, and small business to grow client portfolios.