Relationship Banker - Personal & Small Business

Bank of America; Folsom (CA); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Bank of America is hiring for a financial center client liaison who serves as the first point of contact for clients, identifies personal banking needs, and connects them to specialists. The role emphasizes outbound client engagement, self-service support, and delivering exceptional care.

The position requires strong communication, relationship-building, and the ability to handle multiple tasks while meeting regulatory guidelines. Weekend/extended hours may be required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Strong written and verbal communications skills.
• Ability to learn and adapt to new information and technology platforms.
• Must be able to work weekends and/or extended hours.

Responsabilités

• Partners with teams to provide financial center clients with consumer and small business solutions and navigate client life priorities.
• Educates clients on self‑service transactions and digital tools.
• Leverages resources to optimize client experience and ensure operational excellence.
• Open accounts and perform maintenance with adherence to regulatory requirements.
• Manage client interactions and determine best course of action for the bank and clients.

Description du poste

Bank of America is hiring for a financial center client liaison who serves as the first point of contact for clients, identifies personal banking needs, and connects them to specialists. The role emphasizes outbound client engagement, self-service support, and delivering exceptional care.

The position requires strong communication, relationship-building, and the ability to handle multiple tasks while meeting regulatory guidelines. Weekend/extended hours may be required.