Relationship Banking Advisor

Bank of America Corporation; La Palma (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Bank of America in the United States is seeking a frontline Client Service professional to engage clients in the lobby, educate on self-service resources, and handle cash transactions with accuracy and care.

You will build relationships, understand client needs, and connect clients to solutions that meet their financial goals, supporting a great client experience and operational excellence.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and client focus.
• Collaborates effectively to build relationships and get things done.
• Delivers an experience that improves clients' financial lives through proactive service.
• Identifies solutions for new and existing clients based on their needs.
• Comfortable educating clients on self-service banking and digital tools.
• Adapts to new information and technology platforms while maintaining compliance.
• Follows established processes and guidelines to act in the client and bank's best interests.
• Capable of managing time and capacity, and meeting weekend/extended-hour needs.

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, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in lending, investments, and small business.
• 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 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 frontline Client Service professional to engage clients in the lobby, educate on self-service resources, and handle cash transactions with accuracy and care.

You will build relationships, understand client needs, and connect clients to solutions that meet their financial goals, supporting a great client experience and operational excellence.