Client Solutions Advisor - Banking

Bank of America; Homestead (Allegheny County); On-site; USD 31,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking an in-branch client service professional to educate and assist clients with self-service banking and cash transactions. You will engage customers, process cash, and connect clients to financial solutions that meet their goals.

The role requires strong communication, relationship building, and the ability to work weekends or extended hours across multiple centers to support client needs.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and builds relationships.
• Passion and drive to improve clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and comfortably with all clients.
• Ability to learn and adapt to new information and technology.
• Educates clients on self-service banking, including ATM/online/mobile.
• Applies critical thinking to meet client needs and comply with laws.
• Follows established processes and guidelines at work, respecting regulations.
• Manages time and capacity efficiently to serve clients promptly.
• Focuses on results while serving the best interest of clients.
• Must be able to work weekends and extended hours at various centers.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to serve clients and the bank legally.
• Grows business knowledge by collaborating with experts in lending/investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures accurate cash handling.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Time Management

Sales Orientation

Education

High School Diploma / GED

Job description

Bank of America in the United States is seeking an in-branch client service professional to educate and assist clients with self-service banking and cash transactions. You will engage customers, process cash, and connect clients to financial solutions that meet their goals.

The role requires strong communication, relationship building, and the ability to work weekends or extended hours across multiple centers to support client needs.