Jobs · Finance · California

Relationship Banker -Riverside South Market

Bank of America · Perris, CA · 1 mo ago
FinanceFull-time

About the role

This position engages clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATMs. The role includes accurately and efficiently processing cash transactions, having deep conversations to understand clients’ financial and life priorities, and connecting them to solutions that meet their goals. The position is open to the entire market; the specific Financial Center location will be based on business needs, with training at one center and possible relocation to another within a reasonable commuting distance.

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 to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network 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.

Required Qualifications

  • Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
  • Collaborates effectively, building and nurturing strong relationships.
  • Displays passion, commitment, and drive to deliver an experience that improves clients' financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Communicates effectively and comfortably engages all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
  • Applies strong critical thinking and problem‑solving skills to meet clients' needs.
  • Efficiently manages time and capacity.
  • Focuses on results while acting in the best interest of the client.
  • Must be able to work weekends and/or extended hours, and be scheduled at any financial center location within a reasonable distance.

Desired Qualifications

  • Experience in financial services and knowledge of industry products and solutions.
  • One year of demonstrated successful sales experience in a salary‑plus‑incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Bachelor's Degree or business‑relevant Associate’s Degree (e.g., business management, business administration, finance).

Skills

  • Adaptability
  • 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

Minimum: High School Diploma / GED / Secondary School or equivalent.

Schedule

Shift: 1st shift (United States). Hours per week: 40.

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