Client Banking & Solutions Advisor

Bank of America; Vista (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Career development

Job summary

Bank of America in Vista, CA is hiring to engage clients in the lobby, educate them, and assist with transactions via self-service resources such as mobile banking, online banking, or ATM.

You will process cash transactions accurately, build relationships, and connect clients to solutions meeting their financial goals. Training occurs at a center and may move within reasonable commuting distance.

Qualifications

• Enthusiastic self-starter with strong work ethic focused on client outcomes.
• Effective collaboration and relationship-building abilities.
• Comfort engaging all clients and educating on self-service banking.

Responsibilities

• Executes risk culture and strives for operational excellence.
• Builds client relationships to meet financial needs.
• Follows processes and guidelines to act in clients' and the bank's best interests.
• Grows knowledge by connecting with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and cash responsibilities.

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 / Secondary School or equivalent

Job description

Bank of America in Vista, CA is hiring to engage clients in the lobby, educate them, and assist with transactions via self-service resources such as mobile banking, online banking, or ATM.

You will process cash transactions accurately, build relationships, and connect clients to solutions meeting their financial goals. Training occurs at a center and may move within reasonable commuting distance.