Client Solutions Banker

Bank of America; Lake Forest (CA); On-site; USD 34,440 - 38,572; Full time

Job summary

Bank of America is seeking a Client Service Associate to engage clients in the lobby, educate and assist with self-service options, and accurately process cash transactions. You will build relationships, identify solutions, and connect clients to appropriate banking products while ensuring compliance and exceptional service.

The role emphasizes teamwork, strong communication, and a client-first mindset, with flexibility to work weekends and potential shifts across a network of financial centers.

Qualifications

• Required Qualifications: enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for client needs and educates on self-service banking.
• Follows processes and adheres to laws and regulations.
• Willing to work weekends and extended hours across locations.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to serve clients and comply with laws.
• Grows knowledge by partnering with experts in lending and investments.
• Manages financial center traffic, appointments, and calls.
• Drives the client experience and handles 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

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

*
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. *

Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

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

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.

Shift:
1st shift (United States of America)

Hours Per Week:
40

Pay Transparency details

US - CA - Aliso Viejo - 26831 Aliso Creek Rd (CA6221), US - CA - Dana Point - 24801 Del Prado Ave - DANA POINT BC (CA6166), US - CA - Dana Point - 32595 Golden Lantern St - OCEAN RANCH (CA6242), US - CA - Ladera Ranch - 27752 Antonio PKWY - BUILDING M (CA6226), US - CA - Laguna Hills - 23711 MOULTON PKWY - MOULTON PLAZA BC (CA6199), US - CA - Laguna Niguel - 30162 CROWN VALLEY PKWY - LAGUNA NIGUEL BC (CA6162), US - CA - Laguna Woods - 24211 Paseo De Valencia - Laguna Hills (CA6168), US - CA - Lake Forest - 23831 El Toro Rd - EL TORO BC (CA6142), US - CA - Mission Viejo - 26821 Trabuco Rd - MISSION VIEJO BC (CA6158), US - CA - Mission Viejo - 27571 Puerta Real - CROWN VALLEY CENTER BC (CA6173), US - CA - San Clemente - 300 S El Camino Real (CA6261), US - CA - San Clemente - 620 Camino De Los Mares - North San Clemente (CA6267), US - CA - San Clemente - 965 Avenida Pico - Talega (CA6237), US - CA - San Juan Capistrano - 31902 Del Obispo St - SAN JUAN CAPISTRANO BC (CA6140)

Pay and benefits information

Pay range

$25.00 - $27.88 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.