Relationship Banker - Conejo Valley | Client Experience

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

Job summary

Bank of America in Oxnard, CA is seeking an engaged Client Service Associate to assist clients in the lobby with transactions using self-service tools such as mobile and online banking, ATMs, and tellers. You will process cash, have in-depth conversations to learn clients’ priorities, and connect them with tailored financial solutions.

Candidate should be ready to work weekends or extended hours as needed, with a focus on delivering excellent client experiences and compliant services in an

Qualifications

• Demonstrates adaptability and strong client focus in daily banking tasks.
• Experience in banking or customer service is a plus.
• Ability to explain simple banking transactions and direct clients to self-service options.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately process cash transactions and manage cash responsibilities.
• Build relationships to meet clients' financial needs and connect them to appropriate solutions.

Skills

Adaptability

Business Acumen

Customer 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 / GED / Secondary School or equivalent

Job description

Bank of America in Oxnard, CA is seeking an engaged Client Service Associate to assist clients in the lobby with transactions using self-service tools such as mobile and online banking, ATMs, and tellers. You will process cash, have in-depth conversations to learn clients’ priorities, and connect them with tailored financial solutions.

Candidate should be ready to work weekends or extended hours as needed, with a focus on delivering excellent client experiences and compliant services in an