Client Banking Advisor

Bank of America; American Canyon (CA); On-site; USD 71,635,200 - 77,145,600; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a front-line banking role in California. You will engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions while developing strong client relationships to meet financial needs.

The position requires flexibility for weekends/extended hours, adherence to regulations, and the ability to move between centers as needed within commuting distance. Benefits are provided.

Qualifications

• Required Qualifications: enthusiastic self-starter with strong work ethic; builds relationships; strong client service mindset; able to educate clients on self-service banking; able to work weekends/extended hours; adheres to laws/regulations.
• Desired Qualifications: experience in financial services; 1 year sales with incentive; 6 months cash handling; bachelor-level degree or related.

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

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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is hiring for a front-line banking role in California. You will engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions while developing strong client relationships to meet financial needs.

The position requires flexibility for weekends/extended hours, adherence to regulations, and the ability to move between centers as needed within commuting distance. Benefits are provided.