Client Solutions Banker — Growth & Impact

Bank of America; Los Angeles (CA); On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

Benefits eligible

Formulaic incentive plan

Job summary

Bank of America is seeking a customer-focused Financial Center Specialist who will be the first contact for clients. You will uncover personal banking needs, present solutions, and connect clients with specialists.

The role emphasizes outbound follow-ups, self-service support, and delivering exceptional client care, within an in-office culture. You will work with teams to provide consumer and small business solutions, learn digital tools, and adhere to regulatory requirements while building

Qualifications

• High School diploma or equivalent required.
• Experience in a client-centric sales environment preferred.
• Notary commission required or able to obtain in state within a few months.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Assist clients with self-service transactions and educate on digital tools.
• Build relationships and deepen client connections through platform services and proactive follow-up.
• Ensure compliance with established processes and regulatory requirements in daily activities.
• Deliver exceptional client care and operate with operational excellence and accuracy.

Skills

Active Listening

Business Acumen

Customer 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 / GED / Secondary School or equivalent

Associate’s or Bachelor’s Degree in business/finance or related field

Tools

Microsoft Office

Job description

Bank of America is seeking a customer-focused Financial Center Specialist who will be the first contact for clients. You will uncover personal banking needs, present solutions, and connect clients with specialists.

The role emphasizes outbound follow-ups, self-service support, and delivering exceptional client care, within an in-office culture. You will work with teams to provide consumer and small business solutions, learn digital tools, and adhere to regulatory requirements while building