Relationship Banking Advisor

Bank of America; Cameron Park (CA); On-site; USD 34,440 - 35,817; Full time

Job summary

Bank of America is seeking an in-branch role in Cameron Park, CA. The position focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions with accuracy. You will build relationships, understand clients' financial priorities, and connect them to appropriate solutions.

Responsibilities include managing center traffic, handling inquiries, and driving a quality client experience. Weekend/extended hours may be required to meet customer needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus
• Collaborates effectively to build relationships and get tasks done
• Passion and drive to improve clients' financial lives
• Ability to identify solutions for new and existing clients
• Excellent verbal and written communication; comfortable with all clients
• Learns and adapts to new information and technology platforms
• Educates clients on simple banking transactions via self-service tools
• Strong critical thinking and problem-solving skills
• Follows established processes and complies with laws and regulations
• Manages time and capacity efficiently
• Flexible availability including weekends/extended hours

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources
• Process cash transactions accurately and efficiently as needed
• Develop in-depth conversations to understand financial and life priorities
• Connect clients to solutions that meet financial goals
• Manage bank center traffic, appointments, and outbound calls
• Drive the client experience and relationship growth
• Collaborate with experts in small business, lending, and investments

Skills

Client relationship building

Adaptability

Problem solving

Communication

Customer focus

Time management

Team collaboration

Sales mindset

Education

Bachelor's Degree

High School Diploma or GED

Job description

Bank of America is seeking an in-branch role in Cameron Park, CA. The position focuses on engaging clients in the lobby, educating them on self-service banking, and processing cash transactions with accuracy. You will build relationships, understand clients' financial priorities, and connect them to appropriate solutions.

Responsibilities include managing center traffic, handling inquiries, and driving a quality client experience. Weekend/extended hours may be required to meet customer needs.