Client Relationship Banking Advisor

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

Job summary

Bank of America is hiring for a client-focused role in California. The position centers on engaging clients in the lobby to educate and assist with self-service banking options while processing cash transactions accurately.

The role emphasizes building deep client relationships, understanding financial needs, and connecting clients to suitable solutions. The candidate will operate within an in-office setting, with training at a central financial center and potential relocation within reasonable

Qualifications

• Demonstrates adaptability to changing client needs.
• Strong communication and interpersonal skills for client engagement.
• Proven ability to build and nurture client relationships.

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 knowledge by collaborating with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures satisfaction.
• Manages cash responsibilities accurately.

Skills

Adaptability

Communication

Relationship Building

Problem Solving

Sales Skills

Financial Knowledge

Customer Focus

Time Management

Education

High School Diploma

Bachelor’s Degree or Business-Related Associate’s Degree

Job description

Bank of America is hiring for a client-focused role in California. The position centers on engaging clients in the lobby to educate and assist with self-service banking options while processing cash transactions accurately.

The role emphasizes building deep client relationships, understanding financial needs, and connecting clients to suitable solutions. The candidate will operate within an in-office setting, with training at a central financial center and potential relocation within reasonable