Client Advisor: Personal & Small Business Banking

Bank of America; San Marino (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a client-focused specialist to be the first point of contact for financial center clients, identifying personal banking needs and offering suitable solutions. You will guide clients to self-service options and ensure superior service while coordinating with specialists to deepen relationships.

This role requires strong communication, problem-solving, and the ability to manage multiple tasks in a fast-paced environment, with weekend availability as needed.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Strong communication and relationship-building skills are essential.
• Experience in sales or client-facing roles preferred.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, and connect clients to specialists.
• Encourage self-service and educate clients on simple transactions.
• Maintain exceptional client care and follow up with customers regularly.

Skills

Active Listening

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 / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused specialist to be the first point of contact for financial center clients, identifying personal banking needs and offering suitable solutions. You will guide clients to self-service options and ensure superior service while coordinating with specialists to deepen relationships.

This role requires strong communication, problem-solving, and the ability to manage multiple tasks in a fast-paced environment, with weekend availability as needed.