Client Relationship Advisor

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

Job summary

Bank of America in the United States is seeking a customer-focused Financial Center role to engage clients in the lobby, educate on self-service options, and process cash transactions accurately.

The position emphasizes building relationships, understanding client financial needs, and connecting customers to banking solutions while adhering to laws and internal controls. Weekend or extended hours may be required, and training occurs at a central financial center.

Qualifications

• Enthusiastic self-starter with strong work ethic focused on results.
• Able to build relationships and work with clients to meet financial needs.
• Confident in identifying solutions for client needs.
• Excellent communication, comfortable engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Follows processes and complies with laws and regulations.
• Efficient time and capacity management.
• Willing to work weekends or extended hours at various centers.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds client relationships to meet financial needs.
• Adheres to processes and regulations in daily activities.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer focus

Sales experience

Communication skills

Problem solving

Time management

Cash handling

Self-service banking knowledge

Adaptability

Team collaboration

Attention to detail

Education

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in the United States is seeking a customer-focused Financial Center role to engage clients in the lobby, educate on self-service options, and process cash transactions accurately.

The position emphasizes building relationships, understanding client financial needs, and connecting customers to banking solutions while adhering to laws and internal controls. Weekend or extended hours may be required, and training occurs at a central financial center.