Client Solutions Advisor, Banking

Bank of America; Corona (CA); On-site; USD 52,000 - 55,682; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educate them on self-service options, and help conduct cash transactions accurately. You will build relationships to meet financial goals, educate on ATM, online and mobile banking, and coordinate with experts across banking products.

The role emphasizes delivering a high-quality client experience while adhering to laws and internal guidelines, with weekend/extended hours as needed and location flexibility based on business needs.

Qualifications

• Experience in financial services is preferred.
• One year of sales experience in a salary-plus-incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree is a plus.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Support clients using self-service tools like ATM, online and mobile banking.
• Balance daily workflow with compliance and risk controls.
• Grow knowledge by collaborating with experts in banking products.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America is hiring to engage clients in the lobby, educate them on self-service options, and help conduct cash transactions accurately. You will build relationships to meet financial goals, educate on ATM, online and mobile banking, and coordinate with experts across banking products.

The role emphasizes delivering a high-quality client experience while adhering to laws and internal guidelines, with weekend/extended hours as needed and location flexibility based on business needs.