Client Solutions Advisor - Banking & Relationships

Bank of America Corporation; Campbell (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation in Campbell, CA seeks a customer-focused lobby associate to educate clients on self-service banking and accurately process cash transactions. You will build relationships, understand client needs, and connect them with suitable financial solutions while following all policy guidelines.

The role emphasizes delivering a superior client experience, collaborating with specialists, and maintaining compliance in a fast-paced banking environment.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Communicates effectively and confidently with clients.
• Learns and adapts to new information and technology platforms.
• Able to educate clients on self-service banking via ATM/online/mobile channels.
• Follows laws and bank policies in daily activities.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Builds relationships with clients to meet financial needs.
• Drives the client experience and connects clients to solutions.
• Manages cash and center traffic, appointments, and outbound calls.

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 or GED

Bachelor's Degree or business/relevant degree

Associate’s Degree in business, finance, or related

Job description

Bank of America Corporation in Campbell, CA seeks a customer-focused lobby associate to educate clients on self-service banking and accurately process cash transactions. You will build relationships, understand client needs, and connect them with suitable financial solutions while following all policy guidelines.

The role emphasizes delivering a superior client experience, collaborating with specialists, and maintaining compliance in a fast-paced banking environment.