Client Solutions Advisor - Relationship Banking

Bank of America; Burlingame (CA); On-site; USD 42,000 - 55,000; Full time

Job summary

Bank of America in California seeks a client-focused associate to educate clients in lobby services and assist with cash transactions. You will build relationships, understand financial needs, and connect clients to suitable solutions. The role requires weekend hours and flexibility to travel between centers as needed.

Strong communication, problem-solving, and adherence to policies are essential to deliver a positive client experience while supporting operational excellence.

Qualifications

• High School Diploma or GED is required.
• Experience in financial services or sales is preferred.
• Cash handling experience and ability to handle transactions accurately.
• Willing to work weekends and travel to nearby centers as needed.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Develops client relationships to meet financial needs and goals.
• Follows processes and complies with applicable laws and regulations.
• Manages center traffic, appointments, and outbound communications.

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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America in California seeks a client-focused associate to educate clients in lobby services and assist with cash transactions. You will build relationships, understand financial needs, and connect clients to suitable solutions. The role requires weekend hours and flexibility to travel between centers as needed.

Strong communication, problem-solving, and adherence to policies are essential to deliver a positive client experience while supporting operational excellence.