Client Solutions Advisor — Banking & Relationships

Bank of America; Laguna Niguel (CA); On-site; USD 52,000 - 57,958; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in Laguna Niguel, CA, is seeking a frontline Client Services Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy.

You will build relationships to meet financial needs, handle center traffic, and connect clients to lending, investing, and small business solutions, leveraging strong interpersonal skills and compliance with regulations.

Qualifications

• Enthusiastic self-starter with strong work ethic and result focus.
• Collaborates effectively to build relationships and drive client outcomes.
• Strong communication and comfort engaging all clients.
• Able to identify solutions for new and existing clients based on their needs.
• Learns and adapts to new information and technology platforms.
• Capable of educating clients on self-service banking options.

Responsibilities

• Engage clients in the lobby and educate on self-service banking (mobile/online/ATM).
• Process cash transactions accurately and efficiently for clients.
• Develop deep conversations to understand financial priorities and connect to solutions.
• Build relationships to meet clients' financial needs and drive growth.
• Manage center traffic, appointments, and outbound calls to enhance client experience.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Client solutions advisory

Pipeline management

Prospecting

Referral identification

Referral management

Education

Bachelor's Degree in business/finance

Associate's Degree considered

Job description

Bank of America in Laguna Niguel, CA, is seeking a frontline Client Services Associate to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy.

You will build relationships to meet financial needs, handle center traffic, and connect clients to lending, investing, and small business solutions, leveraging strong interpersonal skills and compliance with regulations.