Relationship Banker: Client Finance Advisor

Bank of America; Los Angeles (CA); On-site; USD 38,000 - 46,000; Full time

Job summary

Bank of America is seeking a frontline Client Associate to engage with clients in the lobby and guide them through self-service options such as mobile and online banking, ATM transactions, and more.

The role emphasizes accurate cash handling, building client relationships, and identifying solutions to support clients' financial goals. Weekend or extended hours may be required based on business needs.

Qualifications

• Bachelor's degree or relevant experience in finance, sales, or customer service preferred.
• Experience in financial services and knowledge of financial products is advantageous.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engages clients in lobby areas and educates them on conducting transactions via self-service resources.
• Processes cash transactions accurately and efficiently.
• Develops relationships to meet clients' financial needs and connects clients to solutions.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Bachelor's Degree in Business/Finance

Job description

Bank of America is seeking a frontline Client Associate to engage with clients in the lobby and guide them through self-service options such as mobile and online banking, ATM transactions, and more.

The role emphasizes accurate cash handling, building client relationships, and identifying solutions to support clients' financial goals. Weekend or extended hours may be required based on business needs.