Relationship Banking Advisor

Bank of America; Firestone Park (CA); On-site; USD 71,635,200 - 82,656,000; Full time

Job summary

Bank of America is recruiting for a customer-focused associate to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will build relationships, identify financial needs, and guide clients to suitable solutions while adhering to regulations.

The role requires strong communication, ability to learn new platforms, and weekend/evening flexibility. It offers broad exposure to banking services and career growth within a large financial

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• 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
• 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 in Business/Finance

Job description

Bank of America is recruiting for a customer-focused associate to engage clients in the lobby, educate them on self-service options, and efficiently process cash transactions. You will build relationships, identify financial needs, and guide clients to suitable solutions while adhering to regulations.

The role requires strong communication, ability to learn new platforms, and weekend/evening flexibility. It offers broad exposure to banking services and career growth within a large financial