Client Solutions Advisor

Bank of America; Perris (CA); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America is hiring for a lobby client service role. You will engage clients, educate them on self-service banking, and process transactions accurately. The job emphasizes building relationships to meet financial needs and guiding clients to appropriate solutions.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with opportunities for growth within the bank.”

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Communicates effectively and confidently and is comfortable engaging all clients
• Learns and adapts to new information and technology platforms
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring for a lobby client service role. You will engage clients, educate them on self-service banking, and process transactions accurately. The job emphasizes building relationships to meet financial needs and guiding clients to appropriate solutions.

The position requires strong communication, adaptability, and the ability to work weekends or extended hours as needed, with opportunities for growth within the bank.”