Client-Focused Banking Advisor

Bank of America; Mission Viejo (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a Customer Service Specialist to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

You will build relationships across clients, support a high-quality client experience, and collaborate with bank experts to drive responsible growth. Weekend or extended-hour availability may be required.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships and deliver for clients.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for clients' needs.
• Clear communicator comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Experience with self-service banking (ATM/online/mobile).
• Adheres to laws and regulations; strong time management.

Responsibilities

• Engage clients in the lobby and educate on self-service resources (mobile/online banking or ATM).
• Process cash transactions accurately and efficiently as needed.
• Conduct deep conversations to understand financial goals and connect clients to solutions.
• Build relationships to meet clients' financial needs and drive the client experience.
• Manage center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communication

Problem Solving

Account Management

Client Branding

Relationship Building

Client Solutions

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 is seeking a Customer Service Specialist to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions.

You will build relationships across clients, support a high-quality client experience, and collaborate with bank experts to drive responsible growth. Weekend or extended-hour availability may be required.