Client Banking Advisor | Relationship Builder & Solutions

Bank of America; San Diego (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America seeks a client-focused associate to educate clients in the lobby and assist with transactions through self-service resources like mobile and online banking. You will process cash transactions with accuracy and connect clients to solutions that meet their financial goals.

The role involves discussing client needs, building relationships, and guiding customers to the right services while adhering to regulatory standards. Training will occur at a designated financial center.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build and nurture strong client relationships.
• Delivers an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively, engaging all clients with confidence.
• Learns and adapts to new information and technology platforms.
• Educates clients on simple banking transactions via self-service tools (ATM, online/mobile).
• Applies strong critical thinking and problem-solving to meet client needs.
• Follows established processes and guidelines, compliant with laws and rules.
• Manages time and capacity efficiently.
• Focuses on results while acting in clients’ best interests.
• Flexible to work weekends or extended hours as needed.

Responsibilities

• Engage clients in the lobby and educate on self-service channels.
• Process cash transactions accurately and efficiently for clients.
• Have in-depth conversations to understand financial goals and connect to solutions.
• Build relationships with clients to meet financial needs.
• Maintain compliance with laws and regulations in daily activities.
• Support clients through banking decisions and cross-sell where appropriate.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate’s Degree (Business/Finance)

Job description

Bank of America seeks a client-focused associate to educate clients in the lobby and assist with transactions through self-service resources like mobile and online banking. You will process cash transactions with accuracy and connect clients to solutions that meet their financial goals.

The role involves discussing client needs, building relationships, and guiding customers to the right services while adhering to regulatory standards. Training will occur at a designated financial center.