Client Relationship Banker & Solutions Advisor

Bank of America Corporation; Costa Mesa (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will build relationships, understand financial needs, and connect clients with suitable solutions to meet their goals.

The role requires strong communication, adaptability, and a willingness to work a 1st shift with a 40-hour week across various California locations.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and builds relationships.
• Passion and drive to improve clients' financial lives.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on self-service banking methods.
• Applies strong critical thinking and problem-solving skills.
• Follows established processes and adheres to laws and regulations.
• Manages time and capacity efficiently.
• Available to work weekends or extended hours as needed.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Processes cash transactions accurately and efficiently.
• Gathers in-depth client knowledge and connects to solutions to meet financial goals.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Oral Communications

Account Management

Business Development

Pipeline Management

Prospecting

Client Solutions

Client Management

Referral Identification

Referral Management

Business Acumen

Education

Bachelor's degree or equivalent

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service options, and process transactions accurately. You will build relationships, understand financial needs, and connect clients with suitable solutions to meet their goals.

The role requires strong communication, adaptability, and a willingness to work a 1st shift with a 40-hour week across various California locations.