Client Relationship Banking Advisor

Bank of America; Murrieta (CA); On-site; USD 52,000 - 55,682; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is hiring for a role located in the United States. The position supports a flexible location assignment with training at a financial center and possible relocation within a reasonable commuting distance, per business needs and law.

Responsibilities include building client relationships, managing center operations and cash, and driving a high-quality client experience. Required qualifications emphasize self-motivation, effective communication, and adherence to regulations, with a

Qualifications

• Strong work ethic with a results-oriented mindset.
• Willingness to learn and adapt to new information and technology platforms.
• Able to work weekends and/or extended hours at multiple centers within reasonable commuting 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 by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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-related Associate's Degree such as business management, business administration or finance

Job description

Bank of America is hiring for a role located in the United States. The position supports a flexible location assignment with training at a financial center and possible relocation within a reasonable commuting distance, per business needs and law.

Responsibilities include building client relationships, managing center operations and cash, and driving a high-quality client experience. Required qualifications emphasize self-motivation, effective communication, and adherence to regulations, with a