Personal Banking Relationship Advisor

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

Job summary

Bank of America in Ventura, CA seeks a Customer Service Specialist to be the first contact for financial center clients, uncover personal and small business banking needs, and connect clients to specialists. The role emphasizes outbound engagement, self-service guidance, and exceptional client care while complying with regulations.

Weekend/extended hours may be required. Join a team dedicated to helping clients manage their financial lives, delivering solutions, and growing relationships in a

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client‑centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to build relationships.
• Strong written and verbal communications skills.
• Confident in identifying solutions for client needs.
• Notary commission within state within a few months or must obtain one.
• Willing to work weekends and/or extended hours.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Educates and trains clients on self-service transactions.
• Leverages resources to optimize client experience and ensure accuracy.
• Adheres to processes and regulations in opening accounts and maintenance.
• Manages client interactions per bank policies and regulatory requirements.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Bachelor's Degree (Desirable)

Associate's Degree in business/finance (Desirable)

Job description

Bank of America in Ventura, CA seeks a Customer Service Specialist to be the first contact for financial center clients, uncover personal and small business banking needs, and connect clients to specialists. The role emphasizes outbound engagement, self-service guidance, and exceptional client care while complying with regulations.

Weekend/extended hours may be required. Join a team dedicated to helping clients manage their financial lives, delivering solutions, and growing relationships in a