Senior Banking Advisor — Client Solutions & Relationships

Bank of America; Cerritos (CA); On-site; USD 36,000 - 44,000; Full time

Job summary

Bank of America in Cerritos, California is hiring a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and offering solutions. You will help clients with self-service options and simple transactions while delivering exceptional service.

This role emphasizes relationship-building, outbound outreach, and coordinating with specialists to deepen client relationships, all within regulatory guidelines and a supportive in-office culture.

Qualifications

• At least 1 year of sales experience in a client-focused environment.
• Strong communication and relationship-building skills.
• Notary commission within a few months of start, or ability to obtain.

Responsibilities

• Serve as the first contact for financial center clients and uncover personal banking needs.
• Educate clients on self-service options and guide simple transactions.
• Build relationships and connect clients to specialists for tailored solutions.
• Perform activities with accuracy while adhering to regulatory requirements.

Skills

Sales experience

Customer focus

Notary readiness

Strong communication

Education

High School Diploma or GED

Bachelor's degree in business/finance (preferred)

Job description

Bank of America in Cerritos, California is hiring a Financial Center Associate who serves as the first point of contact for clients, uncovering personal banking needs and offering solutions. You will help clients with self-service options and simple transactions while delivering exceptional service.

This role emphasizes relationship-building, outbound outreach, and coordinating with specialists to deepen client relationships, all within regulatory guidelines and a supportive in-office culture.