Client Experience Banker

Sacbar; Cameron Park (CA); Hybrid; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is hiring for a client-facing role based in California. The position involves engaging clients in the lobby, educating them on self-service banking, and processing cash transactions with accuracy.

You will develop deep conversations to understand financial priorities and connect clients to suitable solutions. Opportunities include training at a financial center and potential relocation within commuting distance.

Qualifications

• Demonstrates adaptability and resilience in a fast-paced banking environment.
• Strong communication and relationship-building skills with clients.
• Ability to identify solutions and educate clients on self-service options.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-facing role based in California. The position involves engaging clients in the lobby, educating them on self-service banking, and processing cash transactions with accuracy.

You will develop deep conversations to understand financial priorities and connect clients to suitable solutions. Opportunities include training at a financial center and potential relocation within commuting distance.