Relationship Banking Specialist

Bank of America; Lake Elsinore (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in the United States is seeking an in-branch client associate to educate customers about self-service banking options and to accurately process cash transactions. You will engage clients in conversations to understand financial priorities and connect them to suitable solutions.

The role requires strong communication, reliability, cash handling experience, and weekend availability. Training will occur at a financial center, with potential relocation within a reasonable commuting

Qualifications

• High school diploma or GED required.
• Experience in financial services or cash handling is a plus.
• Ability to educate clients on self-service banking.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Customer focus

Relationship building

Problem solving

Oral communications

Time management

Client experience

Sales awareness

Account management

Prospecting

Education

High School Diploma or GED

Job description

Bank of America in the United States is seeking an in-branch client associate to educate customers about self-service banking options and to accurately process cash transactions. You will engage clients in conversations to understand financial priorities and connect them to suitable solutions.

The role requires strong communication, reliability, cash handling experience, and weekend availability. Training will occur at a financial center, with potential relocation within a reasonable commuting