Financial Center Client Solutions Advisor

Bank of America; Dallas (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Bank of America is seeking a client-focused professional to serve as the first point of contact in a financial center. You will uncover personal banking needs, offer appropriate solutions, and connect clients with specialists.

You will assist with self-service transactions, promote platform services, and deliver exceptional client care. The role emphasizes outbound outreach, relationship-building, and ensuring compliance with regulatory requirements while supporting daily banking activities,

Qualifications

• Minimum one year of sales experience in a client-centric environment.
• Strong written and verbal communication skills.
• Ability to learn and adapt to new information and processes.
• Desire to deliver exceptional client service and drive results.

Responsibilities

• Serve as the first point of contact for financial center clients and uncover personal banking needs.
• Guide clients to appropriate solutions and connect them to specialists as needed.
• Assist clients with self-service or transactional activities and promote platform services.
• Maintain high-quality client care and follow-up routines to deepen relationships.
• Ensure compliance with processes, laws, and guidelines in daily activities.

Skills

Sales experience

Customer focus

Communication skills

Relationship building

Time management

Education

High School Diploma

Tools

Microsoft Office

Job description

Bank of America is seeking a client-focused professional to serve as the first point of contact in a financial center. You will uncover personal banking needs, offer appropriate solutions, and connect clients with specialists.

You will assist with self-service transactions, promote platform services, and deliver exceptional client care. The role emphasizes outbound outreach, relationship-building, and ensuring compliance with regulatory requirements while supporting daily banking activities,