Relationship Banker - Monterey Bay Valley Area

Bank of America Merrill Lynch

Morgan Hill, CA, US
Base: $25.00 - $27.88 hourly; bonus/equity: not sp...
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Strong work ethic and focus on results
Ability to educate clients on self-service banking
Confident in identifying client financial solutions
** Bank of America is seeking a Relationship Banker for the Monterey Bay Valley Area, focusing on client engagement and financial education. The role involves assisting clients with transactions and connecting them to financial solutions while adhering to banking regulations. **

Job Summary

  • This position is responsible for engaging clients in the lobby to educate them on conducting transactions through self-service resources like mobile banking and ATMs.
  • The role requires building deep relationships with clients to understand their financial priorities and connecting them to appropriate solutions.
  • Bank of America offers industry-leading benefits, access to paid time off, and support for employee wellness as part of an inclusive workplace culture.

Matching Summary

Match Score: 75

** Bank of America is seeking a Relationship Banker for the Monterey Bay Valley Area, focusing on client engagement and financial education. The role involves assisting clients with transactions and connecting them to financial solutions while adhering to banking regulations. **

Salary

Base: $25.00 - $27.88 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Strong work ethic and focus on results
  • Ability to educate clients on self-service banking
  • Confident in identifying client financial solutions
  • Effective communication with all client types
  • Flexible to work weekends and extended hours

Nice-to-have

  • Experience in financial services industry
  • Demonstrated successful sales experience
  • Cash handling experience
  • Knowledge of small business lending products
  • Passion for improving client financial lives

Key Requirements

  • High School Diploma or GED required
  • One year of demonstrated successful sales experience preferred
  • Six months of cash handling experience preferred
  • Bachelor's Degree or business-relevant Associate's Degree preferred

Work Rights

Not specified

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