Client-Focused Banking Specialist — Financial Center

Bank of America; El Cajon (CA); On-site; USD 34,000 - 43,000; Full time

Job summary

Bank of America seeks a Financial Center Client Advocate to be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships via platform services and support self-service transactions.

You will proactively connect with clients through outbound calls and maintain regular follow-up routines, ensuring exceptional client care and compliance with regulations.

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Excellent written and verbal communications skills.
• Willingness to work weekends and/or extended hours as needed.
• Notary commission or ability to obtain within a few months of start date in role.

Responsibilities

• Partners with teams to provide financial center clients with consumer and small business solutions, services, and strategies.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages resources to optimize client experience and ensure accuracy.
• Adheres to processes and guidelines in opening accounts and maintenance.
• Manages client interactions and compliance with regulatory requirements.

Skills

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Associate's Degree or Bachelor's Degree

Business/Finance degree

Job description

Bank of America seeks a Financial Center Client Advocate to be the first contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You will deepen client relationships via platform services and support self-service transactions.

You will proactively connect with clients through outbound calls and maintain regular follow-up routines, ensuring exceptional client care and compliance with regulations.