Relationship Banker: Growth, Advisory & Client Experience

Bank of America; Newport Beach (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America in Newport Beach is seeking a client-focused professional to build relationships and meet financial needs while adhering to regulatory standards. You will work within a structured process, supporting clients with banking services and coordinating with specialists in lending and investments.

The role emphasizes a strong work ethic, effective communication, and the ability to adapt to new technology platforms, including self-service options, to deliver an exceptional client

Qualifications

• Motivated self-starter with a strong work ethic and client-focused mindset.
• Ability to collaborate to meet client needs and build relationships.
• Strong communication skills and capacity to engage diverse clients.
• Aptitude for learning new information and technology platforms.
• Experience or interest in helping clients with banking transactions via self-service tools.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to serve clients in compliance with laws and regulations.
• Grows knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to enhance client experience.
• Drives client experience and manages cash responsibilities.

Skills

Customer Focus

Relationship Building

Problem Solving

Communication

Sales Experience

Education

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

Job description

Bank of America in Newport Beach is seeking a client-focused professional to build relationships and meet financial needs while adhering to regulatory standards. You will work within a structured process, supporting clients with banking services and coordinating with specialists in lending and investments.

The role emphasizes a strong work ethic, effective communication, and the ability to adapt to new technology platforms, including self-service options, to deliver an exceptional client