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Careers at Bank of America
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Relationship Banker - San Francisco West

16 Sep 2025
Verified by Turrior

Content + Source + Freshness • 15 Dec 2025 • 95% confidence

76 / 100

Offer value

A client service role ideal for candidates eager to engage in financial services, offering career development potential.

  • Client-facing role enhancing customer service skills
  • Career advancement potential within banking
  • In-office culture with limited flexibility
  • Competition for positions can be high
Pros
  • Engagement with clients provides learning opportunities
  • Chance to develop expertise in customer service within banking
  • Career advancement opportunities to more senior roles in finance
Cons
  • High competition in customer service roles may limit growth
  • Potential inconsistency in working hours with variable client volume
  • Lower base compensation in comparison to sales-oriented positions

Who it's for

Entry to Mid-Level • In-Office with Limited Flexibility

Good fit
  • Entry-level professionals eager to learn in financial services
  • Candidates with customer service backgrounds looking for growth
  • Individuals interested in gaining firsthand banking experience
Not recommended for
  • Senior professionals seeking leadership opportunities
  • Job seekers preferring remote work options
  • Candidates wanting analytical roles without client interaction

Motivation fit

Desire to enhance client experiences and relationshipsInterest in banking and willingness to adapt to high-traffic environmentsCommitment to understanding financial products and services

Key skills

Effective communication and interpersonal skillsClient relationship managementCustomer service orientationAbility to handle cash transactions and financial processes
Score: 76/100 AI verified analysis

About the job

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial 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

Required Qualifications:

• 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.

• Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

• 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​

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

Minimum Education Requirement:

• High School Diploma / GED / Secondary School or equivalent

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

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