Client Solutions Advisor – Banking & Relationships

Bank of America; San Diego (CA); On-site; USD 34,440 - 38,407; Full time

Benefits offered by this job

Health benefits

Paid time off

Opportunities for career growth

Job summary

A leading financial institution in California is seeking a motivated Client Engagement Associate to assist clients with transactions and provide financial solutions. This role involves engaging clients, processing cash transactions, and building relationships to meet their financial goals. Applicants should have strong communication skills, adaptability, and ideally experience in financial services. The position offers a competitive pay range of $25.00 - $27.88 hourly, with benefits and opportunities for growth.

Qualifications

• Enthusiastic self-starter focused on results and client interests.
• Effectively collaborates and builds strong relationships.
• Passionate about improving clients' financial lives.

Responsibilities

• Engage clients and assist with banking transactions.
• Build relationships to meet financial needs.
• Manage financial center traffic and appointments.

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 / GED / Secondary School or equivalent

Job description

A leading financial institution in California is seeking a motivated Client Engagement Associate to assist clients with transactions and provide financial solutions. This role involves engaging clients, processing cash transactions, and building relationships to meet their financial goals. Applicants should have strong communication skills, adaptability, and ideally experience in financial services. The position offers a competitive pay range of $25.00 - $27.88 hourly, with benefits and opportunities for growth.