Client Relationship Advisor – Banking & Solutions

Bank of America; Ladera Ranch (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is hiring for a client-focused role to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships and uncover financial priorities to connect clients with appropriate solutions.

The role requires strong communication, sales aptitude, and the ability to work weekends or extended hours when needed, across various financial centers to meet business needs.

Qualifications

• Self-starter with a strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.
• Willingness to work weekends and extended hours as needed; transportation within 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 to do what is right for clients and the bank
• 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

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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Bank of America is hiring for a client-focused role to engage clients in the lobby, educate on self-service options, and process transactions accurately. You will build relationships and uncover financial priorities to connect clients with appropriate solutions.

The role requires strong communication, sales aptitude, and the ability to work weekends or extended hours when needed, across various financial centers to meet business needs.