Client Relationship Banking Advisor

Sacbar; Brea, Northern (CA, KY); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in California is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service tools, and accurately process cash transactions.

The role emphasizes building relationships, following established processes, and connecting clients to financial solutions that meet their goals, with weekend/extended hours as needed.

This full-time position offers competitive benefits and in-office collaboration with flexibility based on role requirements.

Qualifications

• Enthusiastic self-starter with a strong work ethic and client focus.
• Effective communicator able to engage diverse clients.
• Able to learn new information and technology platforms.
• Comfortable working weekends and extended hours.

Responsibilities

• Executes risk culture and maintains operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer service

Cash handling

Communications

Relationship building

Sales orientation

Time management

Self-service education

Education

Bachelor's Degree or business-relevant Associate

Job description

Bank of America in California is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service tools, and accurately process cash transactions.

The role emphasizes building relationships, following established processes, and connecting clients to financial solutions that meet their goals, with weekend/extended hours as needed.

This full-time position offers competitive benefits and in-office collaboration with flexibility based on role requirements.