Relationship Banking Advisor

Bank of America; Firestone Park (CA); Vor Ort; USD 34.000 - 37.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Zusammenfassung

Bank of America in California is seeking a Customer Experience Specialist to engage clients in lobby and assist with self-service transactions across mobile, online banking, and ATMs. You will process cash transactions accurately and build relationships to meet financial goals.

You will work with a team to deliver a high-quality client experience, handle cash responsibilities, and support sales through knowledge of banking products and services. Weekend hours may be required.

Qualifikationen

• Proven ability to adapt and learn in customer-facing banking roles.
• Strong communication and problem-solving skills applied to financial services.
• Experience building relationships and managing client needs in a sales/ service environment.

Aufgaben

• 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, adhering to laws and regulations.
• Grows business knowledge 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.

Kenntnisse

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

Ausbildung

Bachelor's Degree or related

Jobbeschreibung

Bank of America in California is seeking a Customer Experience Specialist to engage clients in lobby and assist with self-service transactions across mobile, online banking, and ATMs. You will process cash transactions accurately and build relationships to meet financial goals.

You will work with a team to deliver a high-quality client experience, handle cash responsibilities, and support sales through knowledge of banking products and services. Weekend hours may be required.