Financial Solutions Advisor - Banking & Client Growth

Bank of America; Redwood City (CA); On-site; USD 45,000 - 60,000; Full time

Job summary

Bank of America is looking for a customer-focused associate to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions as needed. You will develop in-depth knowledge of financial products and connect clients to appropriate solutions and services.

The role requires strong relationship skills, adherence to laws and bank policies, and the ability to work weekends or extended hours when needed.

Qualifications

• Self-starter with a strong work ethic and results-focused
• Collaborates effectively to achieve goals
• Confident in identifying client solutions based on needs
• Comfortable explaining self-service banking technologies (ATM/online/mobile)
• Strong time management and regulatory compliance skills
• Willingness to work weekends and travel within reasonable distance

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 to serve clients and the bank
• Grows knowledge by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls
• Drives the client experience
• Manages cash responsibilities

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is looking for a customer-focused associate to engage clients in the lobby, educate them on self-service banking options, and accurately process cash transactions as needed. You will develop in-depth knowledge of financial products and connect clients to appropriate solutions and services.

The role requires strong relationship skills, adherence to laws and bank policies, and the ability to work weekends or extended hours when needed.