Client-Focused Banking Advisor

Bank of America; Los Angeles (CA); On-site; USD 34,440 - 36,878; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Industry-leading benefits

Job summary

Bank of America in Los Angeles is seeking a Client Services Associate to welcome clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build long-lasting relationships to understand clients' financial goals and connect them with suitable solutions.

Ideal candidates demonstrate strong communication, problem solving, and a client-first mindset. This in-office role requires flexibility, including weekends, and may involve travel within a

Qualifications

• High school diploma or equivalent required.
• Sales experience in a salary plus incentive environment is a plus.
• Cash handling experience is beneficial.

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, adhering to 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

High School Diploma or GED

Job description

Bank of America in Los Angeles is seeking a Client Services Associate to welcome clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build long-lasting relationships to understand clients' financial goals and connect them with suitable solutions.

Ideal candidates demonstrate strong communication, problem solving, and a client-first mindset. This in-office role requires flexibility, including weekends, and may involve travel within a