Client Relationship Advisor

Bank of America; La Mirada (CA); On-site; USD 25,000 - 30,000; Full time

Benefits offered by this job

None

Job summary

Bank of America in the United States is seeking a results-driven client service professional to build relationships, understand financial needs, and provide solutions across lending, investments, and everyday banking. You will follow established processes to ensure compliant service while collaborating with experts to grow client knowledge and network.

Responsibilities include managing center flow, appointments, outbound calls, and delivering a superior client experience with accurate cash

Qualifications

• Experience in financial services or sales-oriented roles is preferred.
• Strong client-focused approach with ability to identify solutions.
• Ability to learn and adapt to new information and systems.

Responsibilities

• Build relationships with clients to understand financial needs.
• Follow processes to ensure compliance and accurate banking delivery.
• Grow knowledge by collaborating with lending, investments, and small-business experts.
• Manage center traffic, appointments, and outbound calls efficiently.
• Deliver a high-quality client experience and support cash handling duties.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or relevant Associate’s Degree (Business/Finance)

Job description

Bank of America in the United States is seeking a results-driven client service professional to build relationships, understand financial needs, and provide solutions across lending, investments, and everyday banking. You will follow established processes to ensure compliant service while collaborating with experts to grow client knowledge and network.

Responsibilities include managing center flow, appointments, outbound calls, and delivering a superior client experience with accurate cash