Client Banking Advisor | Relationships & Solutions

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

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is seeking a Client Associate in California to engage clients in the lobby, educate them on self-service banking options, and process cash transactions efficiently. You will build relationships to understand financial needs and connect clients with suitable solutions.

You will need strong communication, a client-focused approach, and the ability to work across locations, including weekends and extended hours, within reasonable commuting distance.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client outcomes.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on basic banking transactions via self-service tools.

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 to act in the best interest of clients and the bank
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Customer service

Sales

Bilingual Spanish

Cash handling

Communication

Problem solving

Education

Bachelor's degree or business-relevant Associate’s Degree (e.g., business management, business administration or finance)

Job description

Bank of America is seeking a Client Associate in California to engage clients in the lobby, educate them on self-service banking options, and process cash transactions efficiently. You will build relationships to understand financial needs and connect clients with suitable solutions.

You will need strong communication, a client-focused approach, and the ability to work across locations, including weekends and extended hours, within reasonable commuting distance.