Financial Center Client Advisor

ghr; Oakland (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America seeks a client-focused specialist to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role involves deep conversations to understand financial goals and connecting clients to suitable solutions.

You will train at a financial center and may move to nearby locations. A strong work ethic, willingness to learn, and ability to work weekends are essential.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Able to collaborate to build relationships and deliver client solutions.
• Willingness to learn and adapt to new information and technology platforms.

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 laws and regulations.
• Grows business knowledge 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.

Skills

Adaptability

Oral Communications

Problem Solving

Relationship Building

Client Focus

Communication

Client Management

Customer Focus

Education

High School Diploma / GED

Job description

Bank of America seeks a client-focused specialist to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role involves deep conversations to understand financial goals and connecting clients to suitable solutions.

You will train at a financial center and may move to nearby locations. A strong work ethic, willingness to learn, and ability to work weekends are essential.