Relationship Banking Specialist

Bank of America; Fountain Valley (CA); On-site; USD 71,635,000 - 76,708,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Competitive benefits

Job summary

Bank of America in California is hiring for an in-branch client service role focused on guiding customers through self-service banking and cash transactions. You will engage with clients, educate them on mobile/online banking and ATMs, and ensure accurate processing of transactions.

The position emphasizes relationship building, needs assessment, and connecting clients with suitable financial solutions while maintaining regulatory compliance and quality service.

Qualifications

• Experience in financial services and knowledge of financial products is preferred.
• Six months of cash handling experience preferred.
• Bachelor's Degree or business-relevant Associate Degree is desirable.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand client goals and connect to solutions.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Education

Bachelor's Degree or related Associate

Job description

Bank of America in California is hiring for an in-branch client service role focused on guiding customers through self-service banking and cash transactions. You will engage with clients, educate them on mobile/online banking and ATMs, and ensure accurate processing of transactions.

The position emphasizes relationship building, needs assessment, and connecting clients with suitable financial solutions while maintaining regulatory compliance and quality service.