Personal Banking Relationship Advisor

Bank of America; Alhambra (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in California is seeking a branch-based Associate to serve as the first point of contact for personal and small business clients. You will uncover client banking needs, connect customers to specialists, and support self-service transactions to deepen client relationships.

The role requires a notary commission within a few months of start in the role and weekend/extended hours as needed. Fluency in Mandarin is required, with a high school diploma or equivalent as a minimum

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
• ],
• job_responsibilities_description [

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Skills

Active Listening

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Business Development

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Associate’s Degree or Bachelor’s Degree in business, finance or related field

Job description

Bank of America in California is seeking a branch-based Associate to serve as the first point of contact for personal and small business clients. You will uncover client banking needs, connect customers to specialists, and support self-service transactions to deepen client relationships.

The role requires a notary commission within a few months of start in the role and weekend/extended hours as needed. Fluency in Mandarin is required, with a high school diploma or equivalent as a minimum