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Relationship Banker

Job in Monterey, Monterey County, California, 93941, USA
Listing for: Bank of America
Full Time position
Listed on 2026-06-03
Job specializations:
  • Finance & Banking
    Banking & Finance
  • Sales
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 25 - 27.88 USD Hourly USD 25.00 27.88 HOUR
Job Description & How to Apply Below

Job Description

This role engages clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. The successful candidate will process cash transactions accurately and efficiently, conduct deep conversations to understand clients’ financial priorities, and connect them with appropriate solutions.

Responsibilities
  • Execute the bank's risk culture and strive for operational excellence.
  • Build and nurture relationships with clients to meet their financial needs.
  • Adhere to all applicable laws, regulations, and established processes in daily activities.
  • Partner with experts in small business, lending, and investments to grow business knowledge and network.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience and manage cash responsibilities.
Required Qualifications
  • Enthusiastic, highly motivated self‑starter with a strong work ethic and focus on results.
  • Collaborative and able to build and nurture strong relationships.
  • Passionate about delivering an experience that improves clients' financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Effective communicator comfortable engaging all clients.
  • Quick learner adapting to new technology platforms.
  • Proficient in educating clients on simple banking transactions via ATM, online banking, or mobile banking.
  • Strong critical thinking and problem‑solving skills.
  • Adheres to established processes, laws, and regulations.
  • Efficient time and capacity management with a results orientation.
  • Willingness to work weekends and/or extended hours; may be scheduled at various financial center locations.
Desired Qualifications
  • Experience in financial services and industry knowledge of products and solutions.
  • At least one year of successful sales experience in a salary‑plus‑incentive environment with individual sales goals.
  • Minimum six months of cash handling experience.
  • Bachelor's degree or business‑relevant associate’s degree (e.g., business management, 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 and management
Minimum Education Requirement

High School Diploma / GED / Secondary School or equivalent.

Shift

1st shift (United States of America)

Hours Per Week

40

Pay Range

$25.00 – $27.88 per hour, based on experience, education, and skill set. This role has a base salary and is not incentive eligible.

Benefits

This role is benefits‑eligible and offers industry‑leading benefits, paid time off, and resources supporting employees’ physical, emotional, and financial well‑being.

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