Client Relationship Advisor

Bank of America; Whittier (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately while building relationships that meet financial goals.

The role emphasizes adherence to laws and internal guidelines, delivering strong service, and contributing to a positive client experience across locations within reasonable commuting distance.

Qualifications

• Prior experience in driving customer service excellence.
• Cash handling experience is a plus.
• Bachelor's or business-related degree is preferred or required.

Responsibilities

• Engage lobby clients and educate on self-service options.
• Process cash transactions accurately for clients.
• Follow laws, regulations and bank policies in daily activities.
• Build relationships to address clients' financial needs and goals.
• Support client experience and operational efficiency in the branch.

Skills

Customer focus

Communication

Sales orientation

Time management

Team collaboration

Education

Bachelor's degree or business-relatedAssociate’s degree

Job description

Bank of America is seeking a client-focused team member to engage customers in the lobby, educate on self-service options, and process cash transactions accurately while building relationships that meet financial goals.

The role emphasizes adherence to laws and internal guidelines, delivering strong service, and contributing to a positive client experience across locations within reasonable commuting distance.