Client Relationship Advisor

Bank of America; Santa Cruz (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Paid time off

Job summary

Bank of America is hiring for a position in California that focuses on engaging clients in the lobby, educating them on self-service resources, and processing cash transactions with accuracy. The role emphasizes deep conversations to understand financial goals and connect clients to suitable solutions.

Candidates should be skilled in building relationships, handling cash, and delivering a high-quality client experience while complying with laws and internal guidelines.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Ability to learn and adapt to new information and technology platforms.
• Bachelor's Degree or business-relevant Associate's Degree required.

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 laws and regulations.
• Grows business knowledge 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

Self-motivation

Strong work ethic

Relationship building

Customer focus

Communication

Problem solving

Time management

Education

Bachelor's Degree

Associate's Degree in business/finance

Job description

Bank of America is hiring for a position in California that focuses on engaging clients in the lobby, educating them on self-service resources, and processing cash transactions with accuracy. The role emphasizes deep conversations to understand financial goals and connect clients to suitable solutions.

Candidates should be skilled in building relationships, handling cash, and delivering a high-quality client experience while complying with laws and internal guidelines.