Client Solutions Advisor, Banking Center

Bank of America; San Gabriel (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Formulaic incentives

Benefits package

Job summary

Bank of America is hiring at our California financial centers. This role serves as the initial point of contact for clients, uncovering personal banking needs, offering suitable solutions, and connecting customers with specialists.

You will deepen client relationships through platform services, support self-service activities, and maintain outstanding client care with proactive follow-up calls. Required are sales experience, strong communication, time management, and the ability to obtain a

Qualifications

• Minimum one year of sales experience in a relationship-oriented environment.
• Demonstrates strong communication and time management skills.
• Willingness to obtain a notary commission within months of start date.

Responsibilities

• Serve as the first point of contact for financial center clients, uncover personal banking needs, offer solutions, and connect clients to specialists.
• Educate clients on self-service transactions and guide usage of digital tools.
• Support client relationships by proactive follow-up and outbound calls to deepen engagement.

Skills

Sales experience

Client-centric

Relationship building

Time management

Notary commission

Mandarin bilingual

Education

High School Diploma or GED

Associate's or Bachelor's degree

Tools

Microsoft applications

Laptop technology

Job description

Bank of America is hiring at our California financial centers. This role serves as the initial point of contact for clients, uncovering personal banking needs, offering suitable solutions, and connecting customers with specialists.

You will deepen client relationships through platform services, support self-service activities, and maintain outstanding client care with proactive follow-up calls. Required are sales experience, strong communication, time management, and the ability to obtain a