Client Solutions Advisor

Bank of America; San Dimas (CA); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

Paid time off

Benefits eligibility

Career development opportunities

Job summary

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect them with suitable solutions while staying compliant with regulations.

The role involves handling bank traffic, scheduling, and outbound calls in a flexible, office-based setting with potential movement between centers as needed.

Qualifications

• Experience in financial services or retail banking is preferred.
• Ability to learn and adapt to new information and technology platforms.
• Strong customer service and sales-oriented mindset.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently process cash transactions for clients as needed.
• Have in-depth conversations with clients to understand financial goals and connect to solutions.
• Manage bank traffic, appointments, and outbound calls to streamline service.
• Build relationships with clients to meet their financial needs and ensure compliance with laws.

Skills

Customer Focus

Relationship Building

Communication

Problem Solving

Time Management

Sales Skills

Self-motivation

Adaptability

Team Collaboration

Attention to Detail

Education

Bachelor's Degree or related Associate's

Job description

Bank of America is seeking a customer-focused associate to engage clients in the lobby, educate them on self-service tools, and process cash transactions accurately. You will build relationships, understand client financial goals, and connect them with suitable solutions while staying compliant with regulations.

The role involves handling bank traffic, scheduling, and outbound calls in a flexible, office-based setting with potential movement between centers as needed.