Relationship Banker: Grow Clients' Financial Lives

Bank of America; Santa Ana (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby and educate them on self-service banking options such as ATM, online and mobile banking. You will process cash transactions, build relationships, and connect clients with solutions that align with their financial goals while adhering to policy and regulatory requirements.

The role emphasizes deep client conversations, delivering a superior client experience, and collaborating with specialists in lending,

Qualifications

• Enthusiastic self-starter with strong work ethic and result focus.
• Collaborates effectively to get things done and build relationships.
• Strong client-focused mindset and ability to educate clients on self-service banking solutions.
• Able to learn and adapt to new information and technology platforms.
• Willing 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 processes and guidelines to act in clients' and the bank's best interests and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Client experience branding

Client management

Client solutions advisory

Business development

Pipeline management

Prospecting

Referral identification

Referral management

Time management

Account management

Education

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby and educate them on self-service banking options such as ATM, online and mobile banking. You will process cash transactions, build relationships, and connect clients with solutions that align with their financial goals while adhering to policy and regulatory requirements.

The role emphasizes deep client conversations, delivering a superior client experience, and collaborating with specialists in lending,