Client Solutions Advisor

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

Job summary

Bank of America in the United States is seeking an energetic Client Service Associate who will engage customers in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships and identify financial needs to connect clients with appropriate solutions.

This role requires strong communication, problem solving, and the ability to work weekends or extended hours as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships and deliver client value.
• Ability to learn and adapt to new information and technology platforms.
• Comfortable educating clients on self-service banking options.

Responsibilities

• Executes risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows processes to do what is right for clients and the bank while complying with laws
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls
• 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 relatedAssociate’s Degree such as business management, business administration or finance

Job description

Bank of America in the United States is seeking an energetic Client Service Associate who will engage customers in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships and identify financial needs to connect clients with appropriate solutions.

This role requires strong communication, problem solving, and the ability to work weekends or extended hours as needed.