Relationship Banking Advisor

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

Job summary

Bank of America is hiring a client service associate to engage clients in the lobby and educate them on self-service options, while processing cash transactions accurately and efficiently.

You will build relationships to meet clients' financial needs and follow compliant processes. Training occurs at a designated center, with potential relocation within a reasonable commuting distance, and weekend/extended hours may be required.

Qualifications

• Demonstrates a strong work ethic and results focus.
• Able to learn and adapt to new information and technology platforms.
• Excellent communication and comfortable engaging all clients.
• Willing to work weekends and/or extended hours as needed.

Responsibilities

• Engages clients in the lobby to educate on self-service resources.
• Accurately and efficiently processes cash transactions for clients.
• Builds relationships to meet clients' financial needs.
• Follows processes and guidelines to ensure compliance with laws and regulations.
• Grows knowledge by networking with experts across banking products.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash handling responsibilities.

Skills

Enthusiastic self-starter

Strong work ethic

Relationship building

Time management

Strong communication

Adaptability

Learning new technologies

Education

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

High School Diploma or GED

Job description

Bank of America is hiring a client service associate to engage clients in the lobby and educate them on self-service options, while processing cash transactions accurately and efficiently.

You will build relationships to meet clients' financial needs and follow compliant processes. Training occurs at a designated center, with potential relocation within a reasonable commuting distance, and weekend/extended hours may be required.