Senior Relationship Banker

NBMBAA; Oceanside (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

Bank of America in Oceanside, CA is seeking a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and connecting clients to specialists. You will support self-service and transactional activities while delivering exceptional client care.

The role emphasizes outbound outreach, relationship building, and adherence to regulatory requirements, with weekend/extended hours as needed and a hourly pay range with incentives.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in a relationship-driven, client-centric environment is expected.
• Strong communication and problem-solving abilities.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists.
• Support clients with self-service or transactional activities and provide exceptional client care.
• Proactively connect with clients via outbound calls and follow-up routines.
• Open accounts, maintain accounts, and assist with Digital Assisted Shopping while adhering to regulations.

Skills

Active Listening

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Oceanside, CA is seeking a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and connecting clients to specialists. You will support self-service and transactional activities while delivering exceptional client care.

The role emphasizes outbound outreach, relationship building, and adherence to regulatory requirements, with weekend/extended hours as needed and a hourly pay range with incentives.