Relationship Banker: Help Clients Grow Their Finances

Bank of America; La Verne (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in California is seeking a client-focused specialist to assist with transactions and educate customers on self-service options. You will process cash, learn banking platforms, and build relationships to meet financial goals.

This in-office role requires communication, problem-solving, and a willingness to work weekends when needed. The position offers opportunities to grow within the bank and provides exposure to lending, investments, and business solutions while delivering

Qualifications

• Self-starter with a strong work ethic and results focus.
• Ability to collaborate and build relationships.
• Excellent communication and a client-first mindset.
• Ability to learn and adapt to new information and technology platforms.
• Willing to work weekends or extended hours as needed.
• Experience in financial services is a plus.

Responsibilities

• Engage clients in the lobby and educate on self-service banking options.
• Accurately process cash transactions and assist with banking needs.
• Develop deep conversations to understand goals and connect to solutions.
• Build relationships and partner with specialists to meet client needs.
• Manage center traffic, appointments and outbound calls to enhance experience.
• Uphold risk culture and follow laws and bank guidelines.
• Grow knowledge across small business, lending and investments.

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 in California is seeking a client-focused specialist to assist with transactions and educate customers on self-service options. You will process cash, learn banking platforms, and build relationships to meet financial goals.

This in-office role requires communication, problem-solving, and a willingness to work weekends when needed. The position offers opportunities to grow within the bank and provides exposure to lending, investments, and business solutions while delivering