Client Banking Advisor – Relationship & Solutions

Bank of America; Yorba Linda (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits package

Paid time off

Job summary

Bank of America is recruiting for a client-facing role at multiple California locations, including Anaheim and Yorba Linda. The position involves educating clients on self-service banking, processing transactions, and building relationships to meet their financial goals.

You will work a 40-hour week with 1st shift hours, and must be able to work weekends or extended hours as needed. The role emphasizes risk culture and regulatory adherence.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Collaborates to build strong relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying client solutions.
• Effective communicator with all clients.
• Learns and adapts to new tech.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines in daily activities.
• Grows knowledge by partnering with product, lending, and investments experts.
• Manages center traffic, appointments, and outbound calls.
• Drives client experience and satisfaction.
• Manages cash responsibilities.

Skills

Adaptability

Customer focus

Communication

Problem solving

Relationship building

Time management

Education

Bachelor's Degree

Job description

Bank of America is recruiting for a client-facing role at multiple California locations, including Anaheim and Yorba Linda. The position involves educating clients on self-service banking, processing transactions, and building relationships to meet their financial goals.

You will work a 40-hour week with 1st shift hours, and must be able to work weekends or extended hours as needed. The role emphasizes risk culture and regulatory adherence.