Relationship Banker

Bank of America Corporation
San Gabriel, CA

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!


This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

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 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:

  • Is an 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 to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • 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 travel to any financial center location within a reasonable distance​

Desired Qualifications:

  • Experience in financial services and knowledge of financial services 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 such as business management, business administration or 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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40

Posted 2026-04-17

Recommended Jobs

Graphic Designer (Performance Marketing & Email)

Workhorse Innovation LLC
Los Angeles, CA

Company: DREAMLABS Reports to: Blake Pinsker, CEO Other Leadership: Torii Rowe, Co-Founder Location: Remote Employment Type: Full-Time Compensation: $60,000 – $80,000 (DOE) About DR…

View Details
Posted 2026-04-08

Emergency Veterinarian in Concord, California

SAGE - Concord
San Francisco, CA

SAGE Concord is hiring an experienced Emergency Veterinarian to help us continue to offer top-quality care to our communities. Our doctors and outstanding support staff have created a unique…

View Details
Posted 2026-04-18

Corporate Construction Accountant - Corporate Office, Goleta, CA

The Towbes Group, Inc.
Goleta, CA

Position Summary Job Overview/Purpose The Construction/Corporate Accountant is responsible for applying accounting principles and procedures to analyze financial information, prepare accurate a…

View Details
Posted 2026-04-18

Health Center Manager, Vista Way Clinic - TrueCare

TrueCare
Vista, CA

At TrueCare, we believe that everyone deserves access to excellent healthcare.  For over 50 years we have been helping patients and families have timely, affordable, and expert healthcare.  Joining…

View Details
Posted 2026-04-03

Service Desk Technician L1

Milestone Technologies, Inc.
San Francisco, CA

Company Overview Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcom…

View Details
Posted 2026-03-21

DOT CDL Truck Driver

Fast Lane Transportation inc.
Wilmington, CA

If interested in this position, please visit our website at fastlanetrans.com under job opportunities to directly complete our DOT Application . DOT CDL Truck Driver FAST LANE TRANSPORTATION,…

View Details
Posted 2026-04-16

Licensed Landscape Architect

Santa Ana, CA

Licensed Landscape Architect We are currently seeking a high caliber Landscape Architect (PLA or RLA) for a long-term basis within our client’s team of experienced professionals. Based in central …

View Details
Posted 2026-04-18

Manager, Hardware Design Engineering

Celestica International LP
San Jose, CA

Req ID: 128396  Region: Americas  Country: USA  State/Province: California  City:  San Jose  Summary The Manager, Hardware Design (Power) Engineering is responsible for leading and managing …

View Details
Posted 2026-03-22

Technical Program Manager, Hardware Platform

ALSO.
California

About ALSO. We’re ALSO, an electric mobility company originally conceived as a part of Rivian. We’re a passionate team of builders, dreamers, doers and innovators, focused on creating entirely new…

View Details
Posted 2026-03-25

RN Care Manager Home Care

Cheer Home Care
La Jolla, CA

Are you looking to make a POSITIVE IMPACT in your community? Do you believe nursing is more than tasks, that it is about connection, compassion, and making a difference?" Cheer Home Care is lookin…

View Details
Posted 2026-02-04