Senior Banking Client Advisor

Bank of America; Montrose; On-site; GBP 26,000 - 33,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America in Montrose, CA is seeking a Customer Service Associate to be the first point of contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will support self‑service and transactional activities and deliver exceptional client care.

This role requires strong communication, relationship building, and the ability to work weekends or extended hours as needed. Compliance and accurate service are essential to success.

Qualifications

• Minimum of one year demonstrated sales experience in a client-centric environment.
• Strong communication skills, both written and verbal.
• Ability to identify client solutions based on needs.
• Willingness to work weekends and extended hours.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to specialists.
• Assist clients with self-service or transactional activities.
• Maintain compliant, accurate client interactions and follow-up routines.

Skills

Active Listening

Relationship Building

Client Focus

Problem Solving

Time Management

Education

High School Diploma / GED

Job description

Bank of America in Montrose, CA is seeking a Customer Service Associate to be the first point of contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will support self‑service and transactional activities and deliver exceptional client care.

This role requires strong communication, relationship building, and the ability to work weekends or extended hours as needed. Compliance and accurate service are essential to success.