Client Solutions Advisor: Banking & Financial Growth

Bank of America; Riverside (CA); On-site; USD 34,000 - 40,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Flexibility based on role

Job summary

Bank of America is seeking a customer-focused professional in Riverside, CA to connect clients with a broad range of financial solutions. The role balances service requests with sales opportunities and requires probing questions to understand life and financial goals.

Responsibilities include building relationships, responding to inquiries, selling banking products, and referring to specialists as needed. Flexible in-office culture with weekend/holiday schedule and competitive benefits.

Qualifications

• Passion, commitment and drive to deliver a better financial life for clients.
• Teamwork and willingness to work weekends and holidays.
• Ability to engage with clients and explain options in plain language.
• Open to feedback and learning new technology/processes.
• Intermediate level of proficiency with computers.
• Self-motivated with strong organizational skills.
• Strong decision-making and problem-solving skills.
• Experience in banking/financial industry.
• Experience in a call center.
• Experience in telephone sales.

Responsibilities

• Build and deepen client relationships by uncovering financial needs and recommending products, services, and solutions.
• Respond to customer inquiries with customized solutions.
• Sell and fulfill banking products including checking, savings, CDs, IRAs, and loans.
• Identify client needs for licensed sales functions and refer to Line of Business partners.
• Quote rates, terms, and programs for banking solutions.
• Manage risk in every transaction using available tools.

Skills

Attention to Detail

Client Solutions Advisory

Customer and Client Focus

Interpret Relevant Laws, Rules, andReg

Adaptability

Client Experience Branding

Customer Service Management

Issue Management

Problem Solving

Active Listening

Business Development

Consulting

Referral Identification

Research

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional in Riverside, CA to connect clients with a broad range of financial solutions. The role balances service requests with sales opportunities and requires probing questions to understand life and financial goals.

Responsibilities include building relationships, responding to inquiries, selling banking products, and referring to specialists as needed. Flexible in-office culture with weekend/holiday schedule and competitive benefits.