Relationship Banker: Grow Clients & Financial Solutions

Bank of America; La Verne (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately. You will have deep conversations to uncover financial goals and connect clients to suitable solutions, while handling center traffic and outbound calls.

Role requires strong relationship skills, cash handling, and a readiness to work weekends or extended hours as needed in an in-office role with growth opportunities at Bank of America.

Qualifications

• Bachelor's degree or business-related associate’s degree.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.

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, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client 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 business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring to engage clients in the lobby, educate on self-service tools, and process cash transactions accurately. You will have deep conversations to uncover financial goals and connect clients to suitable solutions, while handling center traffic and outbound calls.

Role requires strong relationship skills, cash handling, and a readiness to work weekends or extended hours as needed in an in-office role with growth opportunities at Bank of America.