Client Relationship Advisor

Bank of America; San Mateo (CA); On-site; USD 48,000 - 62,000; Full time

Job summary

Bank of America in San Mateo area is hiring a Client Services Associate to educate clients on self-service banking, process cash transactions, and engage in value‑driven conversations to uncover financial goals.

You will build relationships, handle daily operations, and guide clients to appropriate banking solutions while adhering to regulatory requirements and risk controls. Weekend hours and travel to nearby centers may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies
• Applies strong critical thinking and problem‑solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer 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

HS Diploma or GED

Bachelor/Associate in business

Job description

Bank of America in San Mateo area is hiring a Client Services Associate to educate clients on self-service banking, process cash transactions, and engage in value‑driven conversations to uncover financial goals.

You will build relationships, handle daily operations, and guide clients to appropriate banking solutions while adhering to regulatory requirements and risk controls. Weekend hours and travel to nearby centers may be required.