Client Banking & Solutions Advisor

Bank of America; Encinitas (CA); On-site; USD 42,000 - 58,000; Full time

Job summary

Bank of America is seeking a Client Services Associate to engage lobby clients, educate on self‑service banking, and assist with transactions through mobile, online, or ATM channels. You will accurately process cash transactions and explore clients’ financial goals through deep conversations.

The role requires flexibility to work weekends or extended hours, strong relationship skills, and adherence to laws and bank policies.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively and builds relationships.
• Passion, commitment and drive to improve clients' financial lives.
• Confident in identifying solutions based on client needs.
• Effective communicator; comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Confident educating clients on self-service banking.
• Strong critical thinking and problem-solving skills.
• Complies with processes and regulations.
• Efficient time and capacity management.
• Flexible to work weekends/extended hours.

Responsibilities

• Executes bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

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

Education

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

Job description

Bank of America is seeking a Client Services Associate to engage lobby clients, educate on self‑service banking, and assist with transactions through mobile, online, or ATM channels. You will accurately process cash transactions and explore clients’ financial goals through deep conversations.

The role requires flexibility to work weekends or extended hours, strong relationship skills, and adherence to laws and bank policies.