Client Relationship & Banking Specialist

Sacbar; Garden Grove (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role focuses on deep client conversations to understand financial goals and connect clients to suitable solutions.

The position requires availability for weekends/extended hours and the ability to work at multiple CA centers as needed. Training will occur at a designated financial center, with potential relocation within commuting distance.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Able to educate clients on self-service banking and solutions.

Responsibilities

• Executes the bank's risk culture and drives operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and regulations to act in clients' and bank's best interests.
• Grows knowledge by connecting clients to experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives client experience; manages cash responsibilities.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Solutions Advisory

Account Management

Prospecting

Education

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

Job description

Bank of America is hiring to engage clients in the lobby, educate on self-service resources, and accurately process cash transactions. The role focuses on deep client conversations to understand financial goals and connect clients to suitable solutions.

The position requires availability for weekends/extended hours and the ability to work at multiple CA centers as needed. Training will occur at a designated financial center, with potential relocation within commuting distance.