Client Relationship Consultant - Banking

Bank of America; Corona (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is hiring for a frontline client service role in a bank center in Corona, CA. The role focuses on engaging clients in the lobby, educating them on self-service options, and efficiently processing cash transactions.

You will connect clients to financial solutions aligned with their goals and support a high-quality client experience. Responsibilities include managing center traffic, coordinating appointments, and collaborating with specialists in lending, small business, and

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
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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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring for a frontline client service role in a bank center in Corona, CA. The role focuses on engaging clients in the lobby, educating them on self-service options, and efficiently processing cash transactions.

You will connect clients to financial solutions aligned with their goals and support a high-quality client experience. Responsibilities include managing center traffic, coordinating appointments, and collaborating with specialists in lending, small business, and