Client-Focused Banking Relationship Specialist

Bank of America; Riverside (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Riverside, CA seeks a client-focused Associate to engage clients in the lobby, educate on self-serve banking, and process cash transactions with accuracy. You will build relationships to identify financial solutions, handle cash, and support the client experience across channels.

The role requires strong communication, adaptability, and the ability to work with teams, with weekend/extended hours as needed. Training provided; in-office attendance is required.

Qualifications

• Enthusiastic, self-starter with strong work ethic and drive to help clients.
• Collaborates to build relationships and deliver client-centric solutions.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for new and existing clients based on needs.
• Communicates effectively with clients and adapts to new platforms.
• Educates clients on self-serve banking options (ATM/online/mobile).
• Uses critical thinking to meet client needs and follows laws/regulations.
• Handles time and capacity efficiently, with flexibility for extended hours.
• Experience in financial services, 1 year sales in salary+ incentives, cash handling 6 months, education: Bachelor's or related degree.

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, compliant with laws and regulations.
• Grows business knowledge 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

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America in Riverside, CA seeks a client-focused Associate to engage clients in the lobby, educate on self-serve banking, and process cash transactions with accuracy. You will build relationships to identify financial solutions, handle cash, and support the client experience across channels.

The role requires strong communication, adaptability, and the ability to work with teams, with weekend/extended hours as needed. Training provided; in-office attendance is required.