Client Relationship Specialist - Banking & Solutions

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

Benefits offered by this job

Benefits

Job summary

Bank of America in Santa Ana is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process transactions accurately.

You will build relationships, follow established processes, and support the client experience while ensuring compliance with applicable laws. Weekend hours may be required, with a pay range of $25.00–$26.77 per hour and benefits.

Qualifications

• Bachelor's Degree or business-relevant Associate's Degree.
• One year of sales experience in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.
• Bilingual Spanish.
• Experience in financial services is a plus.

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.
• 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

Bilingual Spanish

Customer Focus

Problem Solving

Time Management

Relationship Building

Education

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

Job description

Bank of America in Santa Ana is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process transactions accurately.

You will build relationships, follow established processes, and support the client experience while ensuring compliance with applicable laws. Weekend hours may be required, with a pay range of $25.00–$26.77 per hour and benefits.