Client Relationship Advisor

Bank of America; El Centro (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby and educate them on self-service options. You will accurately process cash transactions and explore clients’ financial goals to link them to suitable solutions.

Strong communication, relationship-building, and problem-solving skills are essential. The role may require weekend hours and in-branch flexibility to meet client needs in a dynamic banking center environment.

Qualifications

• Demonstrates enthusiasm, motivation, and client-focused service mindset.
• Experience in financial services or sales helps.
• Able to learn and adapt to banking platforms and self-service tools.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently for clients.
• Develop in-depth conversations to understand financial goals and connect to solutions.
• Manage center traffic, appointments, and outbound calls to enhance client experience.
• Follow policies, laws and risk controls to protect clients and the bank.

Skills

Adaptability

Business Acumen

Customer and Client 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 / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby and educate them on self-service options. You will accurately process cash transactions and explore clients’ financial goals to link them to suitable solutions.

Strong communication, relationship-building, and problem-solving skills are essential. The role may require weekend hours and in-branch flexibility to meet client needs in a dynamic banking center environment.