Senior Client Banking Advisor

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

Benefits offered by this job

Formulaic incentive plan

Benefits eligible

Job summary

Bank of America in Anaheim is seeking a customer-focused Financial Center Associate to greet clients and uncover personal banking needs. You will guide clients to suitable solutions and support self-service transactions while delivering exceptional service.

Responsibilities include advising clients, maintaining regulatory compliance, and expanding relationships with individuals and small businesses. Weekend availability may be required in a dynamic branch environment.

Qualifications

• Minimum1 year of sales experience in a client-centric environment.
• Strong communication and problem-solving skills applied to financial services.
• Ability to learn new information, adapt to changing circumstances, and manage multiple tasks.

Responsibilities

• Serve as the first point of contact for financial center clients.
• Uncover personal banking needs and connect clients to appropriate solutions.
• Assist, educate, and train clients on self-service transactions.
• Maintain regulatory compliance in day-to-day activities.
• Build and nurture client relationships to deepen engagement.

Skills

Active Listening

Sales Skills

Relationship Building

Client Management

Communication

Time Management

Education

High School Diploma or GED

Notary Public Certification

Tools

Microsoft Office

Digital banking platforms

Job description

Bank of America in Anaheim is seeking a customer-focused Financial Center Associate to greet clients and uncover personal banking needs. You will guide clients to suitable solutions and support self-service transactions while delivering exceptional service.

Responsibilities include advising clients, maintaining regulatory compliance, and expanding relationships with individuals and small businesses. Weekend availability may be required in a dynamic branch environment.