Client Relationship Banking Advisor

Bank of America; Rialto (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is seeking a client-facing team member to greet clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. This role focuses on delivering a positive client experience and deepening relationships through proactive needs-based conversations.

Qualified candidates will have a High School Diploma or higher, with a preference for business-related degrees and experience in financial services or sales.

Qualifications

• High school diploma or GED required; business/finance degree preferred.
• Experience in financial services or sales is a plus.
• Ability to learn and adapt to new technology platforms and processes.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking channels.
• Process cash transactions accurately and efficiently.
• Develop relationships to understand client needs and connect them to suitable solutions.
• Maintain compliance with laws and bank policies in daily activities.
• Manage cash responsibilities and handle high traffic periods effectively.

Skills

Customer focus

Relationship building

Problem solving

Communication

Adaptability

Time management

Sales mindset

Education

High School Diploma / GED

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

Tools

Online Banking

Mobile Banking

ATM

Job description

Bank of America is seeking a client-facing team member to greet clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. This role focuses on delivering a positive client experience and deepening relationships through proactive needs-based conversations.

Qualified candidates will have a High School Diploma or higher, with a preference for business-related degrees and experience in financial services or sales.