Client Solutions Advisor

Bank of America; Laguna Niguel (CA); Hybrid; USD 34,440 - 38,407; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Resources and support for employees

Job summary

Bank of America is seeking a motivated individual for a position focused on engaging clients in the lobby and assisting them with transactions through self-service resources. Key responsibilities include processing cash transactions and building client relationships to help meet their financial needs.

The role involves working in various locations based on business needs, with an emphasis on educating clients about financial solutions. Candidates should possess strong communication and problem-solving skills, along with a relevant degree.

Qualifications

• Enthusiastic and highly motivated self-starter with a strong work ethic.
• Confident in identifying solutions for clients based on their needs.
• Ability to learn and adapt to new information and technology.

Responsibilities

• Engage clients in the lobby to assist with transactions.
• Build relationships with clients to meet financial needs.
• Execute the bank's risk culture and strive for operational excellence.

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is seeking a motivated individual for a position focused on engaging clients in the lobby and assisting them with transactions through self-service resources. Key responsibilities include processing cash transactions and building client relationships to help meet their financial needs.

The role involves working in various locations based on business needs, with an emphasis on educating clients about financial solutions. Candidates should possess strong communication and problem-solving skills, along with a relevant degree.