Client-Centric Financial Center Banker

Bank of America Corporation; Oceanside (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Oceanside, CA is seeking a customer service focused associate to serve as the first point of contact for financial center clients and uncover personal banking needs. You will assist with self-service transactions, deepen client relationships, and connect clients to specialists while adhering to regulatory requirements and delivering exceptional client care.

This role requires weekend availability and the ability to work at multiple nearby branches as needed, with a clear path

Qualifications

• High school diploma or GED required.
• Experience in banking or customer-facing sales is preferred.
• Ability to obtain notary commission within state requirements.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to solutions.
• Educate clients on self-service transactions and digital tools.
• Support client interactions with timely, accurate service.
• Ensure compliance with regulatory requirements in daily activities.

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

High School Diploma / GED

Associate's or Bachelor's Degree in business/finance or related field

Tools

Microsoft Office

Job description

Bank of America in Oceanside, CA is seeking a customer service focused associate to serve as the first point of contact for financial center clients and uncover personal banking needs. You will assist with self-service transactions, deepen client relationships, and connect clients to specialists while adhering to regulatory requirements and delivering exceptional client care.

This role requires weekend availability and the ability to work at multiple nearby branches as needed, with a clear path