Relationship Banking Advisor

Bank of America; Santa Rosa (CA); On-site; USD 28,000 - 33,000; Full time

Job summary

Bank of America is hiring a customer-focused team member to engage clients in the lobby and assist with transactions via self-service resources. You will process cash transactions accurately, have in-depth conversations to understand financial goals, and connect clients to suitable financial solutions.

Open to the entire market; training occurs at a central location before potential relocation within commuting distance. Weekend and extended hours may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Willing to work weekends and extended hours as needed.
• Able to learn and adapt to new information and technology platforms.
• Confident in guiding clients on self-service banking options (ATM, online, mobile).

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the best interest of clients and the bank, complying with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures accurate cash handling.

Skills

Adaptability

Business Acumen

Customer 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

Job description

Bank of America is hiring a customer-focused team member to engage clients in the lobby and assist with transactions via self-service resources. You will process cash transactions accurately, have in-depth conversations to understand financial goals, and connect clients to suitable financial solutions.

Open to the entire market; training occurs at a central location before potential relocation within commuting distance. Weekend and extended hours may be required.