Client Experience Banker

Bank of America Corporation; Estero (FL); On-site; USD 36,000 - 42,000; Full time

Job summary

Bank of America Corporation is seeking an entry-level Client Associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions. You will process cash transactions accurately and build relationships to understand clients' financial priorities.

The role emphasizes client experience, adherence to laws, and collaboration with specialists in lending and investments. Weekend and extended hours may be required, with in-office work at various centers.

Qualifications

• Bachelor-level customer service or sales experience preferred but not required.
• Ability to learn and use banking products and self-service tools.
• Strong communication and listening skills with clients.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, in line with laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.

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 Corporation is seeking an entry-level Client Associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions. You will process cash transactions accurately and build relationships to understand clients' financial priorities.

The role emphasizes client experience, adherence to laws, and collaboration with specialists in lending and investments. Weekend and extended hours may be required, with in-office work at various centers.