Client-Focused Personal Banking Advisor

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

Benefits offered by this job

Industry-leading benefits

Formulaic incentive plan

Job summary

Bank of America in San Francisco seeks a weekend-capable, client-centric Banking Center Associate to uncover personal banking needs and connect clients with specialists. You will deepen client relationships, support self-service transactions, and deliver exceptional care while adhering to regulatory requirements.

Ideal candidates have strong communication skills, a proven sales mindset, and the ability to work with both individuals and small businesses.

Qualifications

• Minimum education: High School Diploma or equivalent.
• Experience in a relationship‑oriented, client‑centric environment preferred.
• Strong communication and problem-solving skills required.

Responsibilities

• Serve as the first point of contact for financial center clients; uncover personal banking needs and connect clients to specialists.
• Educate and train clients on self-service transactions and available digital tools.
• Adhere to processes, laws, and guidelines in day‑to‑day activities including opening accounts and maintenance.
• Manage client interactions with a focus on regulatory compliance and exceptional service.

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

Tools

Microsoft Office

Job description

Bank of America in San Francisco seeks a weekend-capable, client-centric Banking Center Associate to uncover personal banking needs and connect clients with specialists. You will deepen client relationships, support self-service transactions, and deliver exceptional care while adhering to regulatory requirements.

Ideal candidates have strong communication skills, a proven sales mindset, and the ability to work with both individuals and small businesses.