Client Relationship & Banking Solutions Advisor

Bank of America; Los Angeles (CA); On-site; USD 38,000 - 46,000; Full time

Job summary

Bank of America in Los Angeles is seeking an in-branch associate to educate clients in the lobby and assist with transactions through self-service channels (ATM, online, mobile). You will handle cash transactions, engage clients to understand their financial priorities, and connect them to suitable banking solutions for their goals.

The role emphasizes building client relationships, following bank procedures, and delivering a positive client experience.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and focus on results
• Ability to collaborate and build relationships with clients
• Willingness to learn and adapt to new information and technology platforms
• Confidence in educating clients on self-service banking options (ATM/online/mobile)

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources
• Processes cash transactions accurately and efficiently
• Develops deep conversations to understand client financial goals and connect them to solutions
• Drives the client experience and large-scale customer service standards
• Manages bank center traffic, appointments, and outbound calls in a compliant manner

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Los Angeles is seeking an in-branch associate to educate clients in the lobby and assist with transactions through self-service channels (ATM, online, mobile). You will handle cash transactions, engage clients to understand their financial priorities, and connect them to suitable banking solutions for their goals.

The role emphasizes building client relationships, following bank procedures, and delivering a positive client experience.