Client Banking Advisor

ghr; Pleasanton (CA); On-site; USD 74,415,000 - 90,977,000; Full time

Benefits offered by this job

Incentive plan eligibility

Benefits eligible

Job summary

Bank of America is seeking a client-focused associate to act as the first contact for financial center clients, uncovering personal banking needs and connecting customers with specialists.

You will educate clients on self-service options, help with routine transactions, and deepen relationships through platform services. The role emphasizes compliance, accuracy, and outstanding customer care across locations.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong work ethic with results focus and client in mind.
• Ability to learn and adapt to new information, technology and processes.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Educate clients on self-service options and guide them to appropriate specialists.
• Deepen client relationships through platform services and proactive follow-ups.
• Ensure compliance with regulations while delivering accurate service.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Management

Client Solutions

Pipeline Management

Prospecting

Referral Identification

Referral Management

Communication Skills

Education

High School Diploma / GED

Associate or Bachelor's Degree

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused associate to act as the first contact for financial center clients, uncovering personal banking needs and connecting customers with specialists.

You will educate clients on self-service options, help with routine transactions, and deepen relationships through platform services. The role emphasizes compliance, accuracy, and outstanding customer care across locations.