Client Banking Advisor: Relationship & Solutions

Bank of America; Loma Linda (CA); On-site; USD 3,444,000 - 3,688,000; Full time

Job summary

Bank of America is hiring for a bank associate role in California. The position focuses on engaging clients in the lobby, educating them about self-service options, and processing cash transactions accurately.

You’ll build deep conversations to understand clients’ financial priorities and connect them with tailored solutions. The role emphasizes relationship-building, adherence to laws, and delivering excellent client experiences.

Qualifications

• Experience in financial services or related industry is preferred.
• One year of sales experience in a salary-plus incentive environment with individual goals.
• Six months of cash handling experience.
• Bachelor’s or business-focused degree preferred.
• Spanish language skills are a plus.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

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

Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring for a bank associate role in California. The position focuses on engaging clients in the lobby, educating them about self-service options, and processing cash transactions accurately.

You’ll build deep conversations to understand clients’ financial priorities and connect them with tailored solutions. The role emphasizes relationship-building, adherence to laws, and delivering excellent client experiences.