Client Relationship Advisor

Bank of America; Laguna Hills (CA); On-site; USD 52,000 - 58,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in Laguna Hills, CA, is seeking a client-focused associate to engage clients in the lobby, educate on self-service resources, and efficiently process cash transactions. You will develop in-depth knowledge of clients' financial goals by conducting meaningful conversations and connecting them to appropriate solutions.

The role requires strong communication, cash handling, and relationship-building skills.

Qualifications

• Enthusiastic self-starter with a strong work ethic and client focus.
• ,
• Collaborates effectively to get things done and build relationships.
• ,
• Capable of learning and adapting to new information and technology platforms.
• ,
• Able to educate clients on simple banking transactions through self-service tech.

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 to do what is right for clients and the bank
• Grows knowledge by partnering with experts in small business, lending, investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Client relationships

Cash handling

Sales oriented

Communication

Self-service tech

Regulatory awareness

Education

Bachelor's or business-related Associate

Job description

Bank of America in Laguna Hills, CA, is seeking a client-focused associate to engage clients in the lobby, educate on self-service resources, and efficiently process cash transactions. You will develop in-depth knowledge of clients' financial goals by conducting meaningful conversations and connecting them to appropriate solutions.

The role requires strong communication, cash handling, and relationship-building skills.