Client Solutions Banker

Bank of America; Dana Point (CA); On-site; USD 38,000 - 65,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional to engage lobby clients and educate them on self-service options such as mobile and online banking. You will process cash transactions accurately, build relationships, and connect clients to solutions that support their financial goals.

The role requires strong communication, relationship-building skills, and the ability to work a 1st shift with weekend hours across multiple centers within a reasonable distance.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to build relationships and drive client outcomes.
• Delivers an experience that improves clients' financial lives and guides them to appropriate solutions.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, compliant with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a client-focused banking professional to engage lobby clients and educate them on self-service options such as mobile and online banking. You will process cash transactions accurately, build relationships, and connect clients to solutions that support their financial goals.

The role requires strong communication, relationship-building skills, and the ability to work a 1st shift with weekend hours across multiple centers within a reasonable distance.