Relationship Banker: Client-Focused Financial Advisor

Bank of America; San Clemente (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America in the United States is seeking a Financial Center Associate to engage clients in the lobby, process cash transactions, and educate customers on self-service options. You will focus on deep conversations to understand financial priorities and connect clients to suitable solutions through the bank's products.

You will build relationships, follow established processes, and collaborate with specialists in small business, lending, and investments to support client goals, including

Qualifications

• Enthusiastic, motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Deep knowledge of financial services and client-first experience.

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 business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking a Financial Center Associate to engage clients in the lobby, process cash transactions, and educate customers on self-service options. You will focus on deep conversations to understand financial priorities and connect clients to suitable solutions through the bank's products.

You will build relationships, follow established processes, and collaborate with specialists in small business, lending, and investments to support client goals, including