Client Solutions Banker

NBMBAA; Rosemead (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Rosemead, CA seeks a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists as needed.

You will educate clients on self-service options, assist with simple transactions, and drive outbound outreach with consistent follow-up, while ensuring compliance with bank processes.

Qualifications

• Minimum 1 year of sales experience in a client-centric environment.
• Excellent written and verbal communication skills with the ability to engage diverse clients.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Provide solutions and connect clients to specialists as needed.
• Educate clients on self-service options and assist with basic transactions.
• Build relationships through outbound outreach and consistent follow-up.
• Ensure compliance with bank policies, processes, and regulatory requirements.

Skills

Active Listening

Relationship Building

Sales Experience

Mandarin (Bilingual)

Strong Communication

Time Management

Education

High School Diploma / GED

Bachelor’s in Business or related field

Tools

Microsoft Office

Job description

Bank of America in Rosemead, CA seeks a client-focused associate to serve as the first point of contact for financial center clients. You will uncover personal banking needs, offer suitable solutions, and connect clients to specialists as needed.

You will educate clients on self-service options, assist with simple transactions, and drive outbound outreach with consistent follow-up, while ensuring compliance with bank processes.