Client Banking Advisor — Relationship Builder & Solutions

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

Job summary

Bank of America is seeking a client-focused financial center specialist to uncover personal banking needs and connect clients with suitable solutions. You will deepen client relationships, support self-service transactions, and ensure excellent service while following regulatory guidelines.

Role requires solid sales experience, strong communication, and ability to work with teams across platforms. The position may require weekend/extended hours and training at multiple centers within commuting

Qualifications

• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Associates or Bachelor’s degree in business, finance, or related field is preferred.
• Retail and/or sales experience in a salary plus incentive environment.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their life priorities.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

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 Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a client-focused financial center specialist to uncover personal banking needs and connect clients with suitable solutions. You will deepen client relationships, support self-service transactions, and ensure excellent service while following regulatory guidelines.

Role requires solid sales experience, strong communication, and ability to work with teams across platforms. The position may require weekend/extended hours and training at multiple centers within commuting