Client Relationship Advisor - Banking & Solutions

Bank of America; Bonita (CA); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in California is seeking a client-facing Banking Associate to deliver personalized financial solutions, manage client relationships, and support cash handling and daily center operations.

You will train at a financial center and may move within a reasonable commuting distance. A high school diploma and strong communication skills are required; weekend or extended hours availability is needed.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Ability to identify solutions for new and existing clients.
• Effective and confident communication with clients.
• Ability to learn and adapt to new information and platforms.
• Educates clients on self-service banking.
• Strong critical thinking and problem-solving.
• Follows processes and complies with laws.
• Efficient time and capacity management.
• Flexible to work weekends or extended hours.

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 to do what is right for clients and the bank
• Grows business knowledge by partnering with experts in small business, lending, investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• 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 / Secondary School or equivalent

Bachelor's Degree in Business or Finance related field

Job description

Bank of America in California is seeking a client-facing Banking Associate to deliver personalized financial solutions, manage client relationships, and support cash handling and daily center operations.

You will train at a financial center and may move within a reasonable commuting distance. A high school diploma and strong communication skills are required; weekend or extended hours availability is needed.