Client Experience & Banking Advisor

Bank of America; Glendale (CA); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America is hiring for a client-facing role in California. You will engage clients in the lobby, educate them on self-service banking, and process cash transactions.

The role emphasizes building relationships to meet financial needs and partnering with experts in lending and investments. Candidates should be highly motivated, able to work weekends, and willing to travel within a reasonable distance to different financial centers.

Qualifications

• Requires strong communication and relationship-building skills.
• Experience in financial services or sales with individual targets.
• Ability to educate clients on self-service banking and digital tools.

Responsibilities

• Engage clients in lobby to educate and assist with transactions.
• Build relationships to meet clients' financial needs.
• Follow processes and comply with laws and regulations.
• Grow knowledge by partnering with specialists in lending and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and cash handling responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree or Business Associate

Job description

Bank of America is hiring for a client-facing role in California. You will engage clients in the lobby, educate them on self-service banking, and process cash transactions.

The role emphasizes building relationships to meet financial needs and partnering with experts in lending and investments. Candidates should be highly motivated, able to work weekends, and willing to travel within a reasonable distance to different financial centers.