Client Solutions Consultant

7 days ago


Santa Rosa, California, United States Bank of America Full time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

We are committed to being a great place to work for our teammates around the world. We hire individuals with a broad range of backgrounds and experiences and invest heavily in their development.

The Role:

This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. The ideal candidate will have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their goals.

**Responsibilities:**

Build strong relationships with clients to meet their financial needs.

Follow established processes and guidelines in daily activities to do what is right for clients and the bank.

Grows business knowledge and network 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.

**Requirements:**

An 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 clients' financial lives.

Confident in identifying solutions for new and existing clients based on their needs.

Communicates effectively and confidently and is comfortable engaging all clients.

Has the ability to learn and adapt to new information and technology platforms.

Confident in educating clients on how to conduct simple banking transactions through self-service technologies.

Applies strong critical thinking and problem-solving skills to meet clients' needs.

Will follow established processes and guidelines in daily activities to do what is right for clients and the bank.

Efficiently manages time and capacity.

Focused on results while acting in the best interest of the client.

Candidates should be flexible to work weekends and/or extended hours as needed.

**Compensation:**

The salary range for this role is $24.00 - $25.96 hourly pay, offers to be determined based on experience, education, and skill set.

The 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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