Relationship Banking Advisor

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

Job summary

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists.

You will deepen client relationships through platform services, support self-service activities, and deliver exceptional care. The role requires outbound outreach, follow-ups, and strong compliance with regulations.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Must be a commissioned notary or obtain a notary commission within a few months of start date.
• Bilingual Mandarin required and ability to communicate with diverse clients.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions.
• Assists, educates, and trains clients on simple transactions through self-service technologies.
• Leverages resources, technologies, and processes to optimize the client experience and ensure accuracy.
• Adheres to procedures, laws, and guidelines when opening accounts and servicing digital tools.
• Manages client interactions and determines best course of action while following regulatory requirements.

Skills

Active Listening

Relationship Building

Problem Solving

Oral Communications

Business Acumen

Prospecting

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncovering personal banking needs and connecting clients to specialists.

You will deepen client relationships through platform services, support self-service activities, and deliver exceptional care. The role requires outbound outreach, follow-ups, and strong compliance with regulations.