Senior Client Relationship Banker

Bank of America; Glendora (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in California seeks a Customer Service Associate to be the first point of contact for financial center clients, uncover their personal banking needs, and connect them to the right specialists.

You will guide clients through self-service options and transactions, deepen relationships, and perform outbound follow-ups. Flexibility for location within a reasonable commuting distance is required.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong communication skills and ability to engage clients in-person or by phone.
• Willingness to obtain notary commission and work weekends or extended hours as needed.

Responsibilities

• Partner with teams to provide consumer and small business solutions.
• Educate clients on self-service transactions and improve digital adoption.
• Use resources and processes to optimize client experience and accuracy.
• Follow established processes and regulatory guidelines for account openings/maintenance.

Skills

Active Listening

Client Focus

Problem Solving

Relationship Building

Education

High School Diploma / GED

Associate's or Bachelor's Degree in business

Job description

Bank of America in California seeks a Customer Service Associate to be the first point of contact for financial center clients, uncover their personal banking needs, and connect them to the right specialists.

You will guide clients through self-service options and transactions, deepen relationships, and perform outbound follow-ups. Flexibility for location within a reasonable commuting distance is required.