Financial Solutions Advisor — Client Relationships

Bank of America; Montebello (CA); On-site; USD 71,635,000 - 76,717,000; Full time

Job summary

Bank of America is hiring for a customer service/financial center role focused on engaging clients in the lobby and educating them on self-service options like mobile and online banking.

Responsibilities include processing cash transactions, building client relationships, and guiding clients to solutions that fit their financial goals while complying with regulations. Weekend hours and some travel within a reasonable distance may be required.

Qualifications

• Requires a High School Diploma or equivalent.
• Experience with financial services products and solutions a plus.
• Strong interpersonal skills and ability to learn new 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 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

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

Job description

Bank of America is hiring for a customer service/financial center role focused on engaging clients in the lobby and educating them on self-service options like mobile and online banking.

Responsibilities include processing cash transactions, building client relationships, and guiding clients to solutions that fit their financial goals while complying with regulations. Weekend hours and some travel within a reasonable distance may be required.