Client Relationship Advisor - Banking

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

Job summary

Bank of America in the United States is hiring for a role focused on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions accurately. The position emphasizes deep client conversations to understand financial goals and connect clients to appropriate solutions.

The role supports an in-office culture with flexibility based on role needs, and involves potential movement among nearby financial centers to meet business demands while maintaining

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done and build strong client relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in educating clients on self-service banking channels.
• Learns and adapts to new information and technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to serve clients and the bank, compliant with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client 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

High School Diploma / GED

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America in the United States is hiring for a role focused on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions accurately. The position emphasizes deep client conversations to understand financial goals and connect clients to appropriate solutions.

The role supports an in-office culture with flexibility based on role needs, and involves potential movement among nearby financial centers to meet business demands while maintaining