Client Banking Advisor

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

Job summary

Bank of America in Santa Ana, CA is seeking a client-focused advisor to identify personal and small business banking needs and connect clients with suitable solutions. You’ll deepen client relationships, support self-service activities, and maintain high standards of service.

You will proactively reach out to clients, conduct follow-ups, and ensure accurate, compliant handling of transactions while working within a collaborative team environment.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented environment.
• Strong written and verbal communication skills.
• Able to learn and adapt to new information and technologies.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Educates clients on self-service transactions and digital tools.
• Optimizes client experience and ensures operational excellence.
• Follows processes and regulatory requirements in day-to-day tasks.
• Manages client interactions and determines best course of action.

Skills

Active Listening

Customer Focus

Relationship Building

Communication

Problem Solving

Time Management

Sales Mindset

Team Collaboration

Education

High School Diploma / GED

Associate’s or Bachelor’s preferred

Job description

Bank of America in Santa Ana, CA is seeking a client-focused advisor to identify personal and small business banking needs and connect clients with suitable solutions. You’ll deepen client relationships, support self-service activities, and maintain high standards of service.

You will proactively reach out to clients, conduct follow-ups, and ensure accurate, compliant handling of transactions while working within a collaborative team environment.