Financial Solutions Advisor

Bank of America; Lake Worth (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer service focused associate to engage clients in-branch and assist with transactions through self-service channels. You will build relationships to meet financial needs, educate on digital banking, and support sales goals while following regulatory guidelines.

The role emphasizes relationship building, problem solving, and delivering a positive client experience across the branch network.

Qualifications

• Experience in financial services and knowledge of financial products and solutions.
• One year or more of sales experience in a salary plus incentive environment.
• Cash handling experience preferred.

Responsibilities

• Engage clients in-branch to educate and assist with transactions via self-serve resources.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and guidelines while ensuring compliance with laws and regulations.
• Drive client experience and contribute to branch sales through advisory conversations.

Skills

Adaptability

Customer Focus

Relationship Building

Problem Solving

Sales Experience

Prospecting

Referral Management

Bilingual Spanish

Education

Bachelor’s degree in business/finance

High School Diploma or GED

Job description

Bank of America is seeking a customer service focused associate to engage clients in-branch and assist with transactions through self-service channels. You will build relationships to meet financial needs, educate on digital banking, and support sales goals while following regulatory guidelines.

The role emphasizes relationship building, problem solving, and delivering a positive client experience across the branch network.