In-Branch Client Advisor & Relationship Builder

Bank of America; Fallbrook (CA); On-site; USD 1,929,000 - 2,617,000; Full time

Benefits offered by this job

In-office culture

Job summary

Bank of America is hiring for a teller/customer service role. The position focuses on engaging clients in the lobby, educating on self-service options, and efficiently processing cash transactions while building relationships to meet clients' financial goals.

Candidates should have a strong work ethic, be comfortable with technology, and be available to work weekends or extended hours as needed. In-office collaboration and adherence to laws are emphasized.

Qualifications

• Experience demonstrating a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable engaging all clients and educating on self-service options.
• Knowledge of banking products and ability to explain services clearly.
• Willingness to work weekends and extended hours as needed.

Responsibilities

• Execute cash transactions accurately and efficiently for clients as needed.
• Engage clients in the lobby to educate and assist with self-service resources.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and guidelines to ensure compliance with laws.
• Manage center traffic, appointments, and outbound calls effectively.
• Contribute to a positive client experience and teamwork.
• Support cash handling and risk culture as part of daily duties.

Skills

Self-starter

Relationship building

Customer focus

Effective communication

Time management

Cash handling

Education

High School Diploma or GED

Bachelor's or business-related Associate's

Job description

Bank of America is hiring for a teller/customer service role. The position focuses on engaging clients in the lobby, educating on self-service options, and efficiently processing cash transactions while building relationships to meet clients' financial goals.

Candidates should have a strong work ethic, be comfortable with technology, and be available to work weekends or extended hours as needed. In-office collaboration and adherence to laws are emphasized.