Client Relationship Advisor

Bank of America; Huntington Park (CA); On-site; USD 34,440 - 38,572; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking an in-branch associate to educate clients, process cash transactions, and guide customers through self-service options. You will build relationships, identify financial needs, and connect clients with appropriate solutions in a fast-paced environment.

The role requires strong communication, adaptability with technology, and a flexible schedule including weekends to support branch operations in California. Join a team focused on responsible growth and client care.

Qualifications

• Proactive, motivated self-starter with results focus.
• Collaborates effectively to serve client needs.
• Delivers an engaging client experience and education on services.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Have in-depth conversations to understand financial goals and connect clients to solutions.

Skills

Self-starter

Collaborates well

Client-focused

Effective communication

Adaptable to new tech

Self-service education

Critical thinking

Process adherence

Time management

Weekend/extended hours capable

Education

Bachelor's or business-related Associate's (finance/management)

Job description

Bank of America is seeking an in-branch associate to educate clients, process cash transactions, and guide customers through self-service options. You will build relationships, identify financial needs, and connect clients with appropriate solutions in a fast-paced environment.

The role requires strong communication, adaptability with technology, and a flexible schedule including weekends to support branch operations in California. Join a team focused on responsible growth and client care.