Personal Banking & Relationship Advisor

ghr; Escondido (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

Bank of America is seeking a client‑focused Banking Associate to engage with customers in the lobby, educate them on self‑service resources, and assist with cash transactions. The role emphasizes building relationships, understanding client needs, and guiding them to suitable banking solutions.

You will work a full shift, including weekends, in an in‑office environment, handling cash and providing accurate service while supporting the bank's regulatory responsibilities.

Qualifications

• Minimum Education: High School Diploma or GED.
• Required: Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Educates clients on self-service banking transactions (ATM, online, mobile).
• Adheres to processes, laws and bank regulations.

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.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Customer focus

Problem solving

Relationship building

Communication

Time management

Education

High School Diploma or GED

Tools

Cash handling

Self-service literacy

Job description

Bank of America is seeking a client‑focused Banking Associate to engage with customers in the lobby, educate them on self‑service resources, and assist with cash transactions. The role emphasizes building relationships, understanding client needs, and guiding them to suitable banking solutions.

You will work a full shift, including weekends, in an in‑office environment, handling cash and providing accurate service while supporting the bank's regulatory responsibilities.