Client Experience Banker

Bank of America; California; On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in California is seeking a client services professional to engage clients in the lobby, guide transactions via self-service channels, and educate customers on digital banking options. You will build relationships and help clients meet financial goals through diligent service and cross-functional teamwork.

The role requires weekend/extended hours as needed and offers competitive benefits typical of Bank of America.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships
• Delivers an experience that improves clients' financial lives
• Capable of identifying solutions for new and existing clients
• Confident in educating clients on self-service banking
• Follows processes and adheres to laws and regulations
• Able to work weekends/extended hours as needed

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• 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

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in California is seeking a client services professional to engage clients in the lobby, guide transactions via self-service channels, and educate customers on digital banking options. You will build relationships and help clients meet financial goals through diligent service and cross-functional teamwork.

The role requires weekend/extended hours as needed and offers competitive benefits typical of Bank of America.