Client Experience Advisor — Banking & Solutions

Bank of America; Garden Grove (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is seeking a client-focused team member for a Financial Center role in California. You will engage clients in the lobby, educate on self-service options, and accurately process cash transactions while uncovering financial goals and connecting clients to suitable solutions.

The role emphasizes relationship building, risk-aware operations, and collaboration with specialists in lending, investments, and small business to deliver exceptional client experiences.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for clients.
• Effective communicator in speech and writing.
• Able to learn and adapt to new information and technology.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving.
• Follows processes and obeys laws and regulations.
• Efficient time and capacity management.
• Focus on client-centered results.
• Willing to work weekends/extended hours.

Responsibilities

• Executes the 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.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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

Business/Finance Associate’s Degree

Job description

Bank of America is seeking a client-focused team member for a Financial Center role in California. You will engage clients in the lobby, educate on self-service options, and accurately process cash transactions while uncovering financial goals and connecting clients to suitable solutions.

The role emphasizes relationship building, risk-aware operations, and collaboration with specialists in lending, investments, and small business to deliver exceptional client experiences.