Senior Banking Solutions Advisor

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

Job summary

Bank of America is hiring for a Financial Center Associate role in California. The job focuses on serving as the first point of contact for clients, uncovering personal banking needs, and connecting clients to specialists.

Candidates will support self-service transactions and outbound follow-ups to deepen relationships across multiple market locations. Qualifications include at least one year of sales in a client-centric environment, strong communication, and the ability to work weekends or

Qualifications

• Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for helping new and existing clients based on their needs.

Responsibilities

• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs.
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies.
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy.
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping.
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements.

Skills

Active Listening

Business Acumen

Customer 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

Associate's Degree or Bachelor's Degree in business, finance or a related field

Job description

Bank of America is hiring for a Financial Center Associate role in California. The job focuses on serving as the first point of contact for clients, uncovering personal banking needs, and connecting clients to specialists.

Candidates will support self-service transactions and outbound follow-ups to deepen relationships across multiple market locations. Qualifications include at least one year of sales in a client-centric environment, strong communication, and the ability to work weekends or