Client Relationship Banker & Solutions Advisor

Bank of America; La Quinta (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America is recruiting for an in-branch role focused on engaging clients in the lobby and educating them on self‑service options such as mobile and online banking. You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes building strong client relationships, meeting financial needs, and adhering to laws and regulations while delivering a positive client experience.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.

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

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Business Development

Education

Bachelor's Degree in Business/Finance

Associate's Degree in Business Administration

Job description

Bank of America is recruiting for an in-branch role focused on engaging clients in the lobby and educating them on self‑service options such as mobile and online banking. You will process cash transactions, have in-depth conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes building strong client relationships, meeting financial needs, and adhering to laws and regulations while delivering a positive client experience.