Client Experience Banking Advisor

Bank of America; Moreno Valley (CA); On-site; USD 34,440 - 36,878; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in the United States is seeking candidates for a Customer Service Specialist who will engage clients in the lobby, educate on self‑service options, and process cash transactions accurately.

The role emphasizes building relationships, delivering a high‑quality client experience, and connecting clients to financial solutions while adhering to policies and regulatory requirements.

Evening and weekend hours may be required to support branch coverage and client needs.

Qualifications

• High School Diploma or GED is required.
• Bachelor’s Degree or business-relevant Associate’s Degree (e.g., business management, finance) preferred.
• Experience in customer service or sales is desirable.

Responsibilities

• Engage clients in the lobby and assist with transactions.
• Educate clients on self‑service options (ATM, online, mobile).
• Build relationships to identify financial needs and solutions.
• Follow processes, comply with laws and regulations.
• Manage cash responsibilities and center traffic.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Cash Handling

Team Collaboration

Education

High School Diploma

Bachelor’s or related Associate’s Degree

Job description

Bank of America in the United States is seeking candidates for a Customer Service Specialist who will engage clients in the lobby, educate on self‑service options, and process cash transactions accurately.

The role emphasizes building relationships, delivering a high‑quality client experience, and connecting clients to financial solutions while adhering to policies and regulatory requirements.

Evening and weekend hours may be required to support branch coverage and client needs.