Client Relationship & Banking Advisor

National Black MBA Association; Moorpark (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is hiring for a frontline client services role in Moorpark, CA. The position focuses on educating clients about self-service options and processing cash transactions with a high standard of service alignment to regulatory requirements.

Ideal candidates are enthusiastic self-starters with strong communication, problem-solving skills, and the ability to work weekends. The role emphasizes building client trust and connecting clients to appropriate financial solutions.

Qualifications

• Demonstrates enthusiasm, motivation, and a strong work ethic focused on client outcomes.
• Collaborates effectively to serve clients and build lasting relationships.
• Communicates clearly and confidently with diverse client groups.

Responsibilities

• Executes the bank's risk culture and supports operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to act in the client’s best interest and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls efficiently.
• Drives the client experience and supports cash handling responsibilities.
• Adheres to schedules and balances time with client needs.

Skills

Customer and Client Focus

Relationship Building

Oral Communications

Problem Solving

Time Management

Adaptability

Spanish Required

Education

High School Diploma or GED

Bachelor’s Degree in Business/Finance

Job description

Bank of America is hiring for a frontline client services role in Moorpark, CA. The position focuses on educating clients about self-service options and processing cash transactions with a high standard of service alignment to regulatory requirements.

Ideal candidates are enthusiastic self-starters with strong communication, problem-solving skills, and the ability to work weekends. The role emphasizes building client trust and connecting clients to appropriate financial solutions.