Client Relationship Advisor

National Black MBA Association; Santa Cruz (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is hiring for a role that educates clients on self-service banking, processes transactions accurately, and connects clients with solutions to help achieve financial goals. The position requires a proactive, client-focused mindset and the ability to work across teams to deliver a superior banking experience.

The role includes serving customers in the lobby, handling cash, and coordinating with experts in lending, investments, and small business to expand client services.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to achieve objectives and build relationships.
• Demonstrates passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Confident communicator, comfortable engaging all clients.
• Able to learn new information and adapt to technology platforms.
• Educates clients on how to conduct banking via self-service tools.
• Uses critical thinking to meet clients' needs.
• Follows processes and complies with laws and regulations.
• Able to manage time and capacity efficiently.
• Willing to work weekends or extended hours as needed.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes to act in clients' and bank's best interests.
• Grows knowledge by partnering with specialists in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and supports cash responsibilities.

Skills

Customer focus

Sales experience

Cash handling

Communication

Time management

Education

Bachelor's degree or business-related Associate's

Job description

Bank of America is hiring for a role that educates clients on self-service banking, processes transactions accurately, and connects clients with solutions to help achieve financial goals. The position requires a proactive, client-focused mindset and the ability to work across teams to deliver a superior banking experience.

The role includes serving customers in the lobby, handling cash, and coordinating with experts in lending, investments, and small business to expand client services.