Client Relationship Advisor

Bank of America; Oceanside (CA); On-site; USD 35,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage customers in-branch, educate them on self-service banking, and process cash transactions with accuracy. You will build relationships, connect clients to tailored financial solutions, and support daily lobby operations in a fast-paced environment.

The role emphasizes strong communication, professionalism, and adherence to banking regulations while delivering an exceptional client experience.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build strong relationships with clients.
• Communicates clearly and confidently with clients and teammates.
• Able to learn and adapt to new banking platforms and tools.
• Learns to educate clients on self-service transactions (ATM, online, mobile).

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Processes cash transactions accurately and efficiently.
• Grows client relationships by connecting to banking solutions.
• Manages center traffic, appointments, and follow-up calls.
• Drives the client experience while adhering to laws and policy.

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

Bachelor's Degree

Associate's Degree in business/finance

Job description

Bank of America is seeking a client-focused team member to engage customers in-branch, educate them on self-service banking, and process cash transactions with accuracy. You will build relationships, connect clients to tailored financial solutions, and support daily lobby operations in a fast-paced environment.

The role emphasizes strong communication, professionalism, and adherence to banking regulations while delivering an exceptional client experience.