Client Relationship Advisor – Banking Solutions

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

Benefits offered by this job

Pay range $25.00 - $26.77 hourly

Benefits eligible

Job summary

Bank of America is seeking a role that engages clients in the lobby, educates them on self-service resources (mobile/online banking, ATM) and processes cash transactions accurately. The position emphasizes deep conversations to understand clients' priorities and connect them to tailored financial solutions.

Responsibilities include maintaining risk culture, building client relationships, and coordinating with experts in lending, investments, and small business to expand service reach.

Qualifications

• Required Qualifications: Enthusiastic self-starter with strong work ethic focused on results and client interest.
• Collaborates effectively to meet client needs and build relationships.
• Passion and drive to deliver an experience that improves clients' financial lives.
• Ability to identify solutions for new and existing clients based on their needs.
• Effective and confident communication with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educates clients on how to conduct simple banking transactions via self-service tools.
• Strong critical thinking and problem-solving to meet client needs.
• Adheres to processes and laws/regulations; efficient time/capacity management.
• Focus on results while acting in the client’s best interest.
• Must be able to work weekends/extended hours and travel 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, adhering to laws and regulations.
• Grows business knowledge and network 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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is seeking a role that engages clients in the lobby, educates them on self-service resources (mobile/online banking, ATM) and processes cash transactions accurately. The position emphasizes deep conversations to understand clients' priorities and connect them to tailored financial solutions.

Responsibilities include maintaining risk culture, building client relationships, and coordinating with experts in lending, investments, and small business to expand service reach.