Relationship Banker - Client Solutions Pro

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

Job summary

Bank of America in California is seeking a frontline Client Advisor to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals.

The role requires a strong work ethic, effective communication, weekend/extended hours flexibility, and bilingual Spanish capability.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Excellent communication and ability to educate clients on self-service banking.

Responsibilities

• Executes risk culture and supports operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the best interest of clients and the bank.
• Grows knowledge by partnering with experts across banking areas.
• Manages lobby traffic, appointments, and outbound calls.

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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America in California is seeking a frontline Client Advisor to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals.

The role requires a strong work ethic, effective communication, weekend/extended hours flexibility, and bilingual Spanish capability.