Client Relationship Advisor for Banking & Solutions

Bank of America; Santa Ana (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Santa Ana, CA seeks a customer service professional to educate clients on self-service banking options and process cash transactions in a busy lobby. You will engage with clients to understand needs and connect them with banking solutions to meet financial goals.

The role requires strong communication, problem-solving, and bilingual Spanish abilities, with weekend/evening hours possible. Training provided, benefits available.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Bilingual Spanish
• Willing to work weekends and extended hours.
• Experience in financial services or sales is a plus.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Adaptability

Collaboration

Education

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

Job description

Bank of America in Santa Ana, CA seeks a customer service professional to educate clients on self-service banking options and process cash transactions in a busy lobby. You will engage with clients to understand needs and connect them with banking solutions to meet financial goals.

The role requires strong communication, problem-solving, and bilingual Spanish abilities, with weekend/evening hours possible. Training provided, benefits available.