Client Relationship Advisor

Bank of America; Rancho Cucamonga (CA); On-site; USD 50,000 - 75,000; Full time

Job summary

Bank of America is hiring for a role focused on building client relationships and delivering tailored financial solutions. The position emphasizes meeting client needs, using self-service channels, and adhering to regulatory guidelines while driving growth across the branch network.

The role requires a proactive, adaptable professional with strong communication skills, a track record in sales, and the ability to balance service excellence with revenue objectives.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to achieve goals.
• Passionate about delivering improved client financial lives.
• Confident in identifying client solutions based on needs.
• Clear and confident communicator across client types.
• Able to learn and adapt to new information and platforms.
• Comfortable educating clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving skills.

Responsibilities

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines to act in the client's and bank's best interests.

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 or business-relevant Associate’s Degree

Job description

Bank of America is hiring for a role focused on building client relationships and delivering tailored financial solutions. The position emphasizes meeting client needs, using self-service channels, and adhering to regulatory guidelines while driving growth across the branch network.

The role requires a proactive, adaptable professional with strong communication skills, a track record in sales, and the ability to balance service excellence with revenue objectives.