Client Relationship & Solutions Advisor

Bank of America; Westminster (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America in Westminster, CA is hiring a Client Services Representative to engage clients in the lobby, educate them on self-service resources, and process cash transactions accurately. You will build relationships, identify client needs, and connect customers to banking solutions while following laws and bank guidelines.

Weekend or extended hours may be required; training occurs at a designated financial center.

Qualifications

• Bachelor's degree or relevant Associate’s Degree preferred.
• Experience in financial services and customer-facing roles is advantageous.
• Strong communication and interpersonal skills essential.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Customer focus

Relationship building

Sales experience

Cash handling

Time management

Communication

Self-motivation

Problem solving

Adaptability

Education

Bachelor's degree or business-related associate’s degree

Tools

Self-service tech knowledge

Job description

Bank of America in Westminster, CA is hiring a Client Services Representative to engage clients in the lobby, educate them on self-service resources, and process cash transactions accurately. You will build relationships, identify client needs, and connect customers to banking solutions while following laws and bank guidelines.

Weekend or extended hours may be required; training occurs at a designated financial center.