Client Experience Banker

Bank of America; Columbus (NJ); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Supportive work environment

Job summary

Bank of America Corporation seeks a Customer Experience Associate to educate clients in lobby self-service banking and to accurately process cash transactions. You will build relationships and connect clients with solutions that align with their financial goals.

Based in New Jersey, you will manage center traffic, appointment scheduling, and outbound calls while ensuring compliance with laws and bank policies. Weekend availability may be required.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services and knowledge of financial products is preferred.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Time Management

Account Management

Client Experience Branding

Client Management

Pipeline Management

Education

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America Corporation seeks a Customer Experience Associate to educate clients in lobby self-service banking and to accurately process cash transactions. You will build relationships and connect clients with solutions that align with their financial goals.

Based in New Jersey, you will manage center traffic, appointment scheduling, and outbound calls while ensuring compliance with laws and bank policies. Weekend availability may be required.