Client Experience Banker

Bank of America; Del Rey Oaks (CA); On-site; USD 34,000 - 36,000; Full time

Job summary

Bank of America seeks a customer-focused bank associate to engage clients in the lobby and assist with transactions via self-service channels. You will educate clients on mobile/online banking and ATM usage while processing cash and building relationships.

The role requires strong communication, a proactive sales mindset, and flexibility to work weekends or extended hours as needed to serve clients and the bank’s goals.

Qualifications

• Bachelor's degree or business-related associate’s degree required or equivalent experience.
• Experience in financial services industry strongly preferred.
• Proven sales experience in salary plus incentives environment with individual goals.

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.
• Drives the client experience and cash handling responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

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 seeks a customer-focused bank associate to engage clients in the lobby and assist with transactions via self-service channels. You will educate clients on mobile/online banking and ATM usage while processing cash and building relationships.

The role requires strong communication, a proactive sales mindset, and flexibility to work weekends or extended hours as needed to serve clients and the bank’s goals.