Senior Banking Relationship Advisor

Bank Of America; Elk Grove (CA); On-site; USD 74,415,000 - 90,977,000; Full time

Job summary

Bank of America is seeking a customer-focused associate to be the first point of contact for personal and small business banking clients. You will uncover financial needs, offer suitable solutions, and connect clients with specialists while supporting self-service options and strong follow-up.

You will deepen relationships, handle transactions, and ensure high-quality client care in a process-driven, compliant environment. Strong communication skills and adaptability are essential.

Qualifications

• Minimum of one year of sales experience in a client-focused environment.
• Strong communication and relationship-building skills.
• Ability to learn and adapt to new information and technologies.
• Willingness to obtain notary commission if required.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies when uncovering personal banking needs.
• Educates clients on performing simple transactions through self-service technologies.
• Leverages resources, technologies, and processes to optimize the client experience and ensure operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by selecting best actions and complying with regulatory requirements.

Skills

Active Listening

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

Associate or Bachelor’s degree in business/finance or related field

Job description

Bank of America is seeking a customer-focused associate to be the first point of contact for personal and small business banking clients. You will uncover financial needs, offer suitable solutions, and connect clients with specialists while supporting self-service options and strong follow-up.

You will deepen relationships, handle transactions, and ensure high-quality client care in a process-driven, compliant environment. Strong communication skills and adaptability are essential.