Merrill Lynch

Relationship Banker

Merrill Lynch

2 months ago
Santa Monica, CA
Onsite
Full Time
Junior
0 applicants
Merrill Lynch
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About this role

This role at Bank of America involves engaging clients at the bank, educating them about banking transactions through self-service methods, and understanding their financial needs to connect them with suitable solutions. It emphasizes building relationships, managing transactions, and providing excellent customer service in a retail banking context.

Skills

Qualifications

High School Diploma / GED
Merrill Lynch

About Merrill Lynch

ml.com

Industry

Finance

Merrill Lynch is the wealth management arm of Bank of America, providing financial advisory and investment services to individuals, families, and institutions. It delivers personalized planning and portfolio management — including retirement, trust, estate, and brokerage solutions — supported by in-house research, digital tools, and broad institutional resources. Clients work with Merrill financial advisors to pursue long-term goals across every stage of life and career. The firm emphasizes an integrated offering that combines advisory expertise with Bank of America’s banking and custody capabilities.

About Merrill Lynch

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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