Client Solutions Advisor — Banking & Relationships

Bank of America; Lafayette (CA); On-site; USD 34,440 - 36,878; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Lafayette, CA is seeking a client associate to educate clients in a lobby setting and assist with transactions via self‑service channels like mobile and online banking. You will handle cash accurately, engage clients in meaningful conversations, and connect them with financial solutions to meet their goals.

The role requires weekend/extended hours flexibility, adherence to bank policies, and a focus on delivering excellent client service.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Collaborates effectively to get things done and build relationships.
• Delivers a memorable client experience and identifies solutions based on client needs.
• Confident in educating clients on self-service banking options.
• Learns and adapts to new information and technology platforms.
• Able to identify solutions for new and existing clients.

Responsibilities

• Execute risk culture and strive for operational excellence.
• Build relationships to meet clients' financial needs.
• Follow processes and guidelines to act in clients' and bank's best interests.
• Grow knowledge by partnering with experts in small business, lending and investments.
• Manage center traffic, appointments and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Skills

Adaptability

Customer focus

Problem solving

Relationship building

Communication

Time management

Education

High School Diploma

Bachelor’s Degree or related

Job description

Bank of America in Lafayette, CA is seeking a client associate to educate clients in a lobby setting and assist with transactions via self‑service channels like mobile and online banking. You will handle cash accurately, engage clients in meaningful conversations, and connect them with financial solutions to meet their goals.

The role requires weekend/extended hours flexibility, adherence to bank policies, and a focus on delivering excellent client service.