Client Relationship & Banking Advisor

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

Job summary

Bank of America is hiring for a client engagement role at our California offices. The position focuses on educating clients about self-service channels and processing cash transactions while building relationships to meet financial needs.

You will work within our in-office culture with regular shifts and potential flexibility based on role requirements. The ideal candidate is customer‑obsessed, capable of learning new technologies, and comfortable engaging clients to understand their financial

Qualifications

• High school diploma or equivalent is required.
• Experience in financial services and knowledge of banking products is preferred.
• Ability to learn and adapt to new information and technology platforms.
• Strong customer service and relationship-building skills.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect them to suitable solutions.
• Maintain compliance with laws and bank policies during daily activities.
• Manage client flow, appointments, and outbound calls to drive the client experience.
• Assist with cash handling and risk-aware banking operations.
• Support in-office operations and adapt to flexible scheduling as needed.

Job description

Bank of America is hiring for a client engagement role at our California offices. The position focuses on educating clients about self-service channels and processing cash transactions while building relationships to meet financial needs.

You will work within our in-office culture with regular shifts and potential flexibility based on role requirements. The ideal candidate is customer‑obsessed, capable of learning new technologies, and comfortable engaging clients to understand their financial