Banking Concierge & Client Relationship Advisor

Bank of America; Redlands (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in California is seeking a front-line Teller to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and connect clients to suitable financial solutions while delivering a friendly, efficient experience.

The role involves rotating shifts across the market, utilizing self-service resources, and contributing to a strong client experience.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Passion and drive to deliver an excellent client experience in financial services.
• Able to identify solutions for new and existing clients based on their needs.
• Strong communication and confidence in engaging all clients.
• Willingness to learn new information and technology platforms.
• Able to teach clients simple banking transactions via self-service tools.
• Uses critical thinking to meet client needs.
• Adheres to laws and bank policies in daily activities.
• Efficient time and capacity management.
• Flexible to work weekends or extended hours as needed.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and ensures accurate cash handling.

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

Education

High School Diploma or equivalent

Job description

Bank of America in California is seeking a front-line Teller to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships and connect clients to suitable financial solutions while delivering a friendly, efficient experience.

The role involves rotating shifts across the market, utilizing self-service resources, and contributing to a strong client experience.