Client Banking Advisor — Relationship Builder

Bank of America; Santa Paula (CA); On-site; USD 3,578,000 - 4,374,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Santa Paula, CA seeks a frontline banker to serve as the first contact for clients, uncover personal banking needs, and connect clients with specialists. You will support self‑service and transactional activities and deepen client relationships through platform services.

The role requires strong communication, problem solving, and an ability to work weekends or extended hours across a local network of branches.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment.
• Self‑starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and achieve goals.
• Strong written and verbal communications skills.

Responsibilities

• Partners with teams to provide consumer and small business solutions.
• Assists clients on self‑service transactions and educates on digital tools.
• Leverages resources to optimize client experience and accuracy.
• Follows processes, laws, and guidelines in daily activities.
• Manages client interactions and regulatory compliance.

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

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s Degree or Bachelor’s Degree in business, finance or a related field

Tools

Microsoft Office

Job description

Bank of America in Santa Paula, CA seeks a frontline banker to serve as the first contact for clients, uncover personal banking needs, and connect clients with specialists. You will support self‑service and transactional activities and deepen client relationships through platform services.

The role requires strong communication, problem solving, and an ability to work weekends or extended hours across a local network of branches.