Relationship Banker - Santa Rosa

Bank of America

Healdsburg, CA, US
Base: $25.00 - $27.88 hourly; bonus/equity: not sp...
Client engagement and education
Transaction processing
Financial needs assessment
Engage clients in the lobby to educate and assist with self-service transactions, and gain in-depth knowledge of their financial priorities

Job Summary

  • Engage clients in the lobby to educate and assist with self-service transactions, and gain in-depth knowledge of their financial priorities.
  • Build relationships with clients to meet financial needs, partnering with experts in small business, lending, and investments.
  • Bank of America offers industry-leading benefits, access to paid time off, and resources to support employees in making a genuine impact.

Matching Summary

Engage clients in the lobby to educate and assist with self-service transactions, and gain in-depth knowledge of their financial priorities.

Salary

Base: $25.00 - $27.88 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Client engagement and education
  • Transaction processing
  • Financial needs assessment
  • Relationship building
  • Self-service technology education

Nice-to-have

  • Sales experience
  • Financial services knowledge
  • Spanish language proficiency
  • Team collaboration
  • Adaptability to new technology

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter