Client Experience & Relationship Advisor

Bank of America

Los Angeles (CA)

On-site

USD 34,000 - 37,000

Full time

8 days ago

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Job summary

Bank of America in the United States is seeking a front-line team member to engage clients in the lobby, educate them on transactions via self-service resources, and assist with cash handling. You will build relationships to meet financial needs and support overall client experience.

The role requires strong communication, problem solving, and the ability to work weekends, with bilingual Spanish language skills valued.

Qualifications

  • Must be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborates effectively to get things done, building and nurturing strong relationships.
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls effectively.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

Self-motivation
Collaboration
Customer focus
Communication
Learning agility
Self-service education
Problem solving
Time management
Weekend availability
Bilingual Spanish

Education

Bachelor's or biz-relevant Associate degree in business/finance

Tools

ATM/Online/Mobile self-service tech

Job description

Bank of America in the United States is seeking a front-line team member to engage clients in the lobby, educate them on transactions via self-service resources, and assist with cash handling. You will build relationships to meet financial needs and support overall client experience.

The role requires strong communication, problem solving, and the ability to work weekends, with bilingual Spanish language skills valued.

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