Client Solutions Advisor (Relationship Banker)

Bank of America; Sun Valley (CA); On-site; USD 71,635,000 - 76,734,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. The role emphasizes building client relationships, understanding financial goals, and connecting clients with appropriate solutions to enhance their banking experience.

This in-office position requires flexibility, adherence to laws and regulations, and a strong dedication to delivering exceptional client service across

Qualifications

• Lively, customer-focused professional with strong work ethic and results orientation.
• Ability to learn and adapt to new information and technology platforms.
• Experience in financial services or client advisory is a plus.
• Willingness to work weekends or extended hours as needed.

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect to solutions.
• Build relationships to meet clients' financial needs and drive client experience.

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

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service banking options, and process cash transactions accurately. The role emphasizes building client relationships, understanding financial goals, and connecting clients with appropriate solutions to enhance their banking experience.

This in-office position requires flexibility, adherence to laws and regulations, and a strong dedication to delivering exceptional client service across