Relationship Banking Advisor

Bank of America Corporation; Santa Ana (CA); Sur place; USD 34 000 - 37 000; Plein temps

Avantages offerts par ce poste

Benefits eligible

Paid time off

Résumé du poste

Bank of America Corporation seeks a front-line banking professional to engage clients in the lobby, educate them on self-service options, and assist with transactions at ATMs, mobile, and online banking. You will process cash transactions accurately, conduct in-depth conversations to understand clients’ financial priorities, and connect them to tailored solutions.

This role emphasizes strong relationship building, adherence to policies, and delivering an exceptional client experience.

Qualifications

• Experience in financial services industry or knowledge of financial products is preferred.
• One year of sales experience in a salary plus incentive environment with individual goals is desirable.
• Six months of cash handling experience is beneficial.
• Bachelor's or business-focused degree is advantageous.

Responsabilités

• Engage clients in lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial goals and connect clients to suitable solutions.
• Build relationships to meet clients' financial needs and grow center business.
• Manage center traffic, appointments, and outbound calls to enhance client experience.
• Ensure adherence to laws and bank policies while delivering excellent service.

Connaissances

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

Formation

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Description du poste

Bank of America Corporation seeks a front-line banking professional to engage clients in the lobby, educate them on self-service options, and assist with transactions at ATMs, mobile, and online banking. You will process cash transactions accurately, conduct in-depth conversations to understand clients’ financial priorities, and connect them to tailored solutions.

This role emphasizes strong relationship building, adherence to policies, and delivering an exceptional client experience.