Client Relationship Advisor — Financial Solutions

Bank of America; Hayward (CA); On-site; USD 34,000 - 38,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a client-focused associate to engage lobby clients, educate on self-service options, and process cash transactions. You will uncover client priorities and connect them with suitable financial solutions while maintaining strong relationships across banking teams.

This role supports operations, adheres to regulations, and requires flexibility to work weekends or extended hours at various financial centers within commuting distance. Training begins at a designated center.

Qualifications

• Bachelor's Degree or business-related degree is preferred for advancement.
• Experience with cash handling and retail banking processes is advantageous.
• High school diploma or equivalent is the minimum education requirement.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Bachelor's Degree

Associate Degree

High School Diploma or GED

Job description

Bank of America is seeking a client-focused associate to engage lobby clients, educate on self-service options, and process cash transactions. You will uncover client priorities and connect them with suitable financial solutions while maintaining strong relationships across banking teams.

This role supports operations, adheres to regulations, and requires flexibility to work weekends or extended hours at various financial centers within commuting distance. Training begins at a designated center.