Senior Banking & Relationship Advisor

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

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America is seeking a Frontline Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, offer tailored solutions, and connect clients to specialists. You will deepen client relationships through platform services, support self‑service or transactional activities, and deliver exceptional care.

In this in‑office role in Bakersfield, you will proactively engage clients via outbound calls, conduct follow‑ups, and adhere to regulatory

Qualifications

• Minimum of one year demonstrated sales experience in a relationship‑oriented environment.
• Strong work ethic and results orientation with client focus.
• Ability to learn and adapt to new information and technology platforms.
• Notary commission or ability to obtain one within a few months.

Responsibilities

• Serve as first point of contact for clients, uncover personal banking needs and connect to specialists.
• Deepen client relationships through platform services and support self-service transactions.
• Proactively reach out to clients via outbound calls and follow-ups.

Skills

Active Listening

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Solutions Advisory

Prospecting

Referral Management

Education

High School Diploma

Associate/Bachelor's Degree in business/finance

Tools

Microsoft Office

Job description

Bank of America is seeking a Frontline Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, offer tailored solutions, and connect clients to specialists. You will deepen client relationships through platform services, support self‑service or transactional activities, and deliver exceptional care.

In this in‑office role in Bakersfield, you will proactively engage clients via outbound calls, conduct follow‑ups, and adhere to regulatory