Client Experience Banker

NBMBAA

Florida

On-site

USD 30,000 - 45,000

Full time

2 days ago
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Job summary

Bank of America is seeking team-oriented candidates to educate clients in-lobby, assist with transactions using self-service tools, and connect clients with tailored financial solutions. The role emphasizes building relationships, managing cash, and delivering an exceptional client experience.

The position requires strong communication, problem-solving, and the ability to work weekends or extended hours at multiple centers as needed.

Qualifications

  • Enthusiastic, highly motivated self-starter with a strong work ethic.
  • Collaborates effectively to build relationships and get things done.
  • Delivers an experience that improves clients' financial lives.
  • Capable of identifying solutions for new and existing clients based on their needs.
  • Confident in educating clients on self-service banking tools.

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 act in the clients' and bank's best interest.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • Manages cash responsibilities.

Skills

Adaptability
Business Acumen
Customer 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 seeking team-oriented candidates to educate clients in-lobby, assist with transactions using self-service tools, and connect clients with tailored financial solutions. The role emphasizes building relationships, managing cash, and delivering an exceptional client experience.

The position requires strong communication, problem-solving, and the ability to work weekends or extended hours at multiple centers as needed.

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