Client Relationship & Banking Advisor

Bank of America; Riverside (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

Bank of America in Riverside, CA, is recruiting for a front-line banking associate to engage clients in the lobby and educate them on transactions through self-service channels. You will process cash transactions, build client relationships, and connect clients to suitable financial solutions.

The role requires strong communication, a customer-first mindset, and flexibility to work weekends. Training will occur at a financial center with potential relocation within commuting distance as needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships with clients.
• Delivers an experience that improves clients’ financial lives.
• Identifies solutions for client needs.
• Communicates effectively with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking options.
• Applies critical thinking to meet client needs.
• Adheres to laws and bank guidelines in daily activities.
• Manages time and capacity efficiently.
• Flexible to work weekends/extended hours.

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

Skills

Self-starter

Strong work ethic

Relationship Building

Effective communication

Adaptability

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor’s Degree in Business/Finance

Associate’s Degree in Business Administration

Job description

Bank of America in Riverside, CA, is recruiting for a front-line banking associate to engage clients in the lobby and educate them on transactions through self-service channels. You will process cash transactions, build client relationships, and connect clients to suitable financial solutions.

The role requires strong communication, a customer-first mindset, and flexibility to work weekends. Training will occur at a financial center with potential relocation within commuting distance as needed.