Relationship Banker - Orange County (Bilingual)

Bank of America; Lake Forest (IL); On-site; USD 21,000 - 30,000; Full time

Job summary

Bank of America in Lake Forest, IL is seeking a Client Services Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will help clients navigate mobile/online banking and ATMs while delivering friendly, knowledgeable service.

The role emphasizes building relationships, complying with laws, and collaborating with specialists in small business, lending, and investments to meet clients' financial goals.

Qualifications

• Bachelor's degree or business-related associate degree required or preferred.
• Excellent communication and interpersonal skills.
• Ability to learn and adapt to banking platforms and processes.
• Strong customer service orientation with attention to detail.

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 to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Bilingual Spanish

Customer focus

Problem solving

Oral communications

Relationship building

Communication

Time management

Education

Bachelor's Degree or business-relevant Associate's Degree

Job description

Bank of America in Lake Forest, IL is seeking a Client Services Associate to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will help clients navigate mobile/online banking and ATMs while delivering friendly, knowledgeable service.

The role emphasizes building relationships, complying with laws, and collaborating with specialists in small business, lending, and investments to meet clients' financial goals.