Client Relationship Specialist – Banking

Bank of America; Arcadia (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a customer-focused team member for an in-branch role. You will engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately.

The position supports dynamic client needs and requires strong relationship-building skills. Responsibilities include growing knowledge of financial products, following bank processes, and ensuring regulatory compliance while delivering a superior client experience.

Qualifications

• High school diploma or equivalent required.
• Experience in cash handling and customer service preferred.
• Fluent in Spanish is required.
• Ability to educate customers on self-service banking options.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Maintain compliance with laws and bank policies while delivering excellent client service.
• Support schedule with shift flexibility including weekends/extended hours.

Skills

Customer Focus

Communication

Bilingual Spanish

Time Management

Relationship Building

Problem Solving

Education

High School Diploma / GED

Business/Finance higher education (preferred)

Tools

Cash Handling

Self-Service Banking (ATM, mobile/online)

Job description

Bank of America is seeking a customer-focused team member for an in-branch role. You will engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately.

The position supports dynamic client needs and requires strong relationship-building skills. Responsibilities include growing knowledge of financial products, following bank processes, and ensuring regulatory compliance while delivering a superior client experience.