Client Experience & Banking Advisor

Bank of America; San Ramon (CA); On-site; USD 38,000 - 48,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options (mobile, online, ATM), and process cash transactions accurately. You will build relationships to meet clients' financial goals and connect them with appropriate solutions.

You may train at one financial center and potentially move to another within a reasonable commuting distance. The role requires flexibility to work weekends or extended hours based on business needs.

Qualifications

• High school diploma or GED required.
• Desire to learn and adapt to new information and technology platforms.
• Strong work ethic and focus on results with client interest as priority.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Process cash transactions accurately and efficiently for clients as needed.
• Build relationships to meet clients' financial needs and connect them to solutions.
• Manage center traffic, appointments, and outbound calls; support client experience and compliance with laws.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Relationship Building

Client Management

Education

High School Diploma

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service options (mobile, online, ATM), and process cash transactions accurately. You will build relationships to meet clients' financial goals and connect them with appropriate solutions.

You may train at one financial center and potentially move to another within a reasonable commuting distance. The role requires flexibility to work weekends or extended hours based on business needs.