Personal Banking Relationship Advisor

Bank of America; Milpitas (CA); On-site; USD 34,440 - 38,407; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America is seeking a motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence standards. Ideal candidates will bring strong communication skills and a commitment to improving client financial lives. The position offers a pay range of $25.00 - $27.88 hourly and industry-leading benefits.

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates effectively to get things done and build strong relationships.
• Displays passion and commitment to improve clients' financial lives.
• Communicates effectively and confidently with clients.
• Is confident in educating clients on self-service technologies.
• Applies strong critical thinking and problem-solving skills.

Responsibilities

• Engages clients in the lobby to educate and assist with transactions.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Manages financial center traffic and appointments.
• Drives the client experience and 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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence standards. Ideal candidates will bring strong communication skills and a commitment to improving client financial lives. The position offers a pay range of $25.00 - $27.88 hourly and industry-leading benefits.