Client Experience & Banking Solutions Advisor

Bank of America; Santa Maria (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America in Santa Maria, CA, seeks a friendly Client Service Associate to engage clients, educate on self-service banking, and process transactions in the lobby.

You will build relationships, work with specialists, handle cash, and ensure compliance. The role requires weekend hours and bilingual Spanish, with comprehensive benefits and the opportunity to grow within a national bank.

Qualifications

• Must be bilingual in English and Spanish to assist a diverse client base.
• Strong customer service mindset and professional demeanor.
• Ability to communicate clearly and build client relationships.
• Strong problem-solving and decision-making skills.
• Demonstrates time management and reliable work ethic.

Responsibilities

• Engage clients in the lobby and educate on self-service banking options.
• Accurately process cash transactions and balance daily cash.
• Follow procedures to ensure compliance with laws and bank policies.
• Develop product knowledge by collaborating with specialists.
• Manage center traffic, appointments, and outbound calls.

Skills

Bilingual in Spanish

Excellent customer service

Effective communication

Problem-solving

Team collaboration

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Santa Maria, CA, seeks a friendly Client Service Associate to engage clients, educate on self-service banking, and process transactions in the lobby.

You will build relationships, work with specialists, handle cash, and ensure compliance. The role requires weekend hours and bilingual Spanish, with comprehensive benefits and the opportunity to grow within a national bank.