Relationship Banking Advisor

Bank of America; San Diego (CA); On-site; USD 42,000 - 68,000; Full time

Job summary

Bank of America in San Diego is seeking a client-focused associate to educate clients on self-service options and process cash transactions accurately. You will build relationships, understand financial goals, and guide customers toward solutions that meet their needs.

This in-office role requires a proactive self-starter who can multitask, follow procedures, and deliver a superior client experience while complying with regulations.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Strong relationship-building and collaboration skills.
• Confident in educating clients on self-service banking.
• Ability to learn new information and technology platforms.
• Flexible to work weekends/ext hours.

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 and 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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in San Diego is seeking a client-focused associate to educate clients on self-service options and process cash transactions accurately. You will build relationships, understand financial goals, and guide customers toward solutions that meet their needs.

This in-office role requires a proactive self-starter who can multitask, follow procedures, and deliver a superior client experience while complying with regulations.