Client Relationship Advisor

Bank of America; Rohnert Park (CA); On-site; USD 36,000 - 56,000; Full time

Job summary

Bank of America is seeking a customer-oriented representative to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, handle cash responsibly, and connect clients to financial solutions.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours, with in-office training and potential relocation within commuting distance as needed.

Qualifications

• High school diploma or equivalent required.
• Experience in financial services and knowledge of banking products is preferred.
• One year of successful sales experience in a salary plus incentive environment with individual goals is desirable.
• Cash handling experience and ability to learn banking platforms.

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, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures cash responsibilities are managed.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-oriented representative to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, handle cash responsibly, and connect clients to financial solutions.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours, with in-office training and potential relocation within commuting distance as needed.