Client Solutions Banker

Bank of America; Monterey (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits

Job summary

Bank of America is hiring for a frontline client associate role at multiple locations in California. You will engage customers in the lobby, educate on self-service banking, and process cash transactions while building trust and understanding client financial goals.

The role emphasizes in-person service, teamwork, and adherence to laws and policies. Weekend coverage may be required, with benefits available.

Qualifications

• High school diploma or equivalent required.
• Ability to learn and adapt to new information and technology platforms.
• Strong communication skills and client-focused mindset.

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 to act in the best interest of clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Client Focus

Problem Solving

Relationship Building

Time Management

Education

High School Diploma

Job description

Bank of America is hiring for a frontline client associate role at multiple locations in California. You will engage customers in the lobby, educate on self-service banking, and process cash transactions while building trust and understanding client financial goals.

The role emphasizes in-person service, teamwork, and adherence to laws and policies. Weekend coverage may be required, with benefits available.