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About the Role

This role focuses on engaging clients in the lobby to educate and assist them with self-service transactions like mobile banking, online banking, or ATM usage. Key responsibilities include accurately processing cash transactions and having in-depth conversations with clients to understand their financial priorities, connecting them to solutions that meet their 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

Requirements

• 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, which may include being scheduled at any financial center location within a reasonable distance

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

Location

• US - CA - San Francisco - 1945 Irving St - 21ST & IRVING BC (CA5111)
• US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134)
• US - CA - San Francisco - 5500 Geary Blvd - RICHMOND DISTRICT BC (CA5133)

Work Type

• Full-time
• Onsite

Experience Level

• 1 year of sales experience in a salary plus incentive environment with individual sales goals (Desired)
• 6 months of cash handling experience (Desired)

Education Level

• High School Diploma / GED / Secondary School or equivalent
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (Desired)

Salary/Compensations

• $25.00 - $26.77 hourly pay

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees

About the Company

• At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
• Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
• One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world.
• We’re devoted to being a diverse and inclusive workplace for everyone.
• We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
• Bank of America believes both in the importance of working together and offering flexibility to our employees.
• We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
• Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference.
• Join us!
• Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve.
• Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates.
• Opportunity and Inclusion Each employee brings unique skills, background and opinions.
• We see opportunity and inclusion as our platform for innovation and a key component in our success.
• Our Values Learn about our four values that represent what we believe.

Equal Opportunity

• The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators