Client Banking Advisor – Growth & Solutions

Bank of America; California; On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America is hiring for an in-office Financial Center role. You will be the first point of contact for clients, uncover personal banking needs, connect clients to specialists, and deepen relationships through platform services. You will handle self-service and transactions, with proactive outreach and follow-up.

The position may rotate across CA locations based on business needs. Training occurs at a designated center with potential transfers within commuting distance.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships with clients.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Strong written and verbal communications skills.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates and trains clients on conducting simple transactions through self-service.
• Leverages resources to optimize the client experience and ensure operational excellence.
• Adheres to processes, laws, and guidelines including opening accounts and maintenance.
• Manages client interactions and complies with regulatory requirements.

Skills

Sales experience

Customer service

Communication

Relationship building

Time management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for an in-office Financial Center role. You will be the first point of contact for clients, uncover personal banking needs, connect clients to specialists, and deepen relationships through platform services. You will handle self-service and transactions, with proactive outreach and follow-up.

The position may rotate across CA locations based on business needs. Training occurs at a designated center with potential transfers within commuting distance.