Client Relationship Specialist – Banking & Solutions

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

Job summary

Bank of America is seeking an in-person Client Service/Bank Teller role in the United States (California). The position focuses on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately to support financial goals.

You will build relationships, follow strict processes, and collaborate with experts in lending and investments to expand client solutions. Weekend and extended hours may be required.

Qualifications

• High School Diploma or GED required.
• Six months of cash handling experience desired.
• Experience in financial services and knowledge of financial products helpful.
• Bachelor's Degree or business-relatedAssociate's Degree (business management, business administration or finance) preferred.

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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Management

Education

High School Diploma or GED

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

Job description

Bank of America is seeking an in-person Client Service/Bank Teller role in the United States (California). The position focuses on engaging clients in the lobby, educating them on self-service options, and processing cash transactions accurately to support financial goals.

You will build relationships, follow strict processes, and collaborate with experts in lending and investments to expand client solutions. Weekend and extended hours may be required.