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  1. Home
  2. chevron_right
  3. accounting & finance
  4. chevron_right
  5. Relationship Banker
Bank of America logo

Relationship Banker

Not Disclosed•Full-TimeOn-site

location_onCenter Drive, La Mesa, San Diego County, California, 91942, United States

Apply Now

About Bank of America

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we achieve this, including our commitment to an inclusive workplace, developing exceptional talent, and supporting the physical, emotional, and financial wellness of our teammates.

We are committed to an in-office culture with specific requirements for office-based attendance, allowing for an appropriate level of flexibility based on role-specific considerations. If you are offered a role, your hiring manager will provide details on the in-office expectations associated with your position.

About the Role

As a Relationship Banker, you will be the face of the bank in the lobby, engaging clients to educate and assist them with conducting transactions through self-service resources like mobile banking, online banking, or ATMs. This role is designed for those who enjoy having deep conversations with clients to gain in-depth knowledge of their financial and life priorities, connecting them to solutions that meet their unique financial goals.

You will manage financial center traffic, appointments, and outbound calls effectively while driving an exceptional client experience. The position is open for the entire San Diego market, and the specific Financial Center location will be determined based on business needs. If offered a position, you will train at one financial center and may potentially move to another location within a reasonable commuting distance of your home, subject to applicable law.

Hiring Process & Application

To proceed with your application, you must be at least 18 years of age. Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Please review the specific posting eligibility requirements before submitting your application.

Equal Opportunity & Workplace Culture

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status, or any other factor prohibited by law. We affirm in policy and practice to support and promote the concept of equal employment opportunity.

The company also prohibits discrimination on other bases such as medical condition or marital status. We aim to create a workplace free from the dangers and consequences of illegal and illicit drug use and alcohol abuse. If you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation, you must seek an accommodation through the Bank's required process before your first day of work.

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Skills, education and keywords

Skills: Mobile Banking, Online Banking, Atm, Cash Handling, Sales, Account Management, Client Management, Business Development, Pipeline Management, Prospecting.

Education: High School Diploma / GED / Secondary School required; Bachelor's Degree in business or related field preferred; Associate's Degree in business management or finance preferred.

Frequently asked questions about Relationship Banker at Bank of America

What does a Relationship Banker at Bank of America do?expand_more
Day-to-day, the Relationship Banker at Bank of America will accurately and efficiently process cash transactions for clients; connect clients to banking solutions that meet their specific financial needs; manage financial center traffic, appointments, and outbound calls effectively; and partner with experts in small business, lending, and investments to grow business knowledge.
What are the requirements for this Relationship Banker role?expand_more
Bank of America is looking for candidates who meet the following requirements: Must be at least 18 years of age; and High School Diploma / GED / Secondary School or equivalent.
Where is the Relationship Banker role at Bank of America located?expand_more
Relationship Banker at Bank of America is based in Center Drive, La Mesa, San Diego County, California, 91942, United States. This is a on-site role.
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Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

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Browse jobsCompanies hiringRemote jobsJobs by location

Work location

Work model: On-site

location_on

Center Drive, La Mesa, San Diego County, California, 91942, United States

La Mesa, California

Key Responsibilities

  • check_circleAccurately and efficiently process cash transactions for clients
  • check_circleConnect clients to banking solutions that meet their specific financial needs
  • check_circleManage financial center traffic, appointments, and outbound calls effectively
  • check_circlePartner with experts in small business, lending, and investments to grow business knowledge
  • check_circleConduct in-depth conversations to understand client financial priorities and goals
  • check_circleEngage clients in the lobby to educate and assist with self-service transactions
  • check_circleExecute the bank's risk culture and adhere to all applicable laws and regulations

Requirements

  • verifiedMust be at least 18 years of age
  • verifiedHigh School Diploma / GED / Secondary School or equivalent

Nice to Have

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.

Bank of America logo
Company

Bank of America

Industry

accounting & finance

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

1+ yrs (Mid Level)

Education

High School Diploma / GED / Secondary School required

Job Type

Full-Time

Skills Required

Mobile BankingOnline BankingAtmCash HandlingSalesAccount Management
Is this Relationship Banker job remote, hybrid, or on-site?expand_more
Bank of America has listed this Relationship Banker role as on-site.
How much experience is required for this Relationship Banker role?expand_more
Relationship Banker at Bank of America typically requires 1+ years of relevant experience at the mid level level.
What skills do you need for the Relationship Banker role at Bank of America?expand_more
Key skills for Relationship Banker at Bank of America include Mobile Banking; Online Banking; Atm; Cash Handling; Sales; Account Management; Client Management; and Business Development.
What education is required for Relationship Banker at Bank of America?expand_more
Educational requirements for this role: High School Diploma / GED / Secondary School required; Bachelor's Degree in business or related field preferred; and Associate's Degree in business management or finance preferred.
What category does the Relationship Banker role belong to?expand_more
Relationship Banker at Bank of America is part of the accounting & finance job category on Recrutus.
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Client Management
Business Development
Pipeline Management
Prospecting