Client-Centric Banking Advisor

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

Job summary

Bank of America in California is seeking a Customer Service Advocate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, understand client financial goals, and connect them to suitable banking solutions.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours, with a base focus on compliant, customer-centric service.

Qualifications

• Must be an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Responsibilities

• Engages clients in the lobby to educate and assist with transactions
• Processes cash transactions accurately and efficiently
• Deepens client conversations to understand financial goals and connect to solutions
• Builds relationships to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Manages financial center traffic, appointments, and outbound calls

Skills

Adaptability

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

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 in California is seeking a Customer Service Advocate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships, understand client financial goals, and connect them to suitable banking solutions.

The role requires strong communication, adaptability, and the ability to work weekends or extended hours, with a base focus on compliant, customer-centric service.