Financial Solutions Specialist

3 days ago


Lakewood, California, United States Bank of America Full time

Become a Financial Solutions Specialist with Bank of America and play a vital role in helping clients achieve their financial goals. As a key member of our financial center, you will be responsible for delivering expert advice and guidance to clients, while also building strong relationships with them.

**Job Description:**

• Engage clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM

• Accurately and efficiently process cash transactions for clients as needed

• Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals

**Required Qualifications:**

• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals

• Six months of cash handling experience

• Bachelors degree or business relevant associate degree such as business management, business administration, or finance

**Benefits:**

This role is compensated with a base salary and is not incentive eligible. We provide industry-leading benefits, access to paid time off, resources, and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.



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