Client Experience Banker

Bank of America; Framingham (MA); On-site; USD 71,635,000 - 76,870,000; Full time

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America is seeking a client service associate to engage clients in the lobby, educate them on self‑service resources, and process cash transactions. You will build relationships to meet financial needs and connect clients to tailored solutions while following all policies and regulatory requirements.

The role emphasizes delivering a great client experience, working with teams across small business, lending, and investments, and maintaining strong cash handling and operational routines.

Qualifications

• Excellent customer service and communication skills.
• Ability to educate clients on self-service banking concepts.
• Strong problem solving and compliance mindset.

Responsibilities

• Engage clients in the lobby and educate on self-service options (mobile/online banking, ATM).
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and connect them to solutions.
• Follow processes to adhere to laws/regulations and maintain risk culture.
• Manage center traffic, appointments, and outbound calls effectively.

Skills

Adaptability

Customer Focus

Relationship Building

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's or business/finance-related degree

High School Diploma or GED

Job description

Bank of America is seeking a client service associate to engage clients in the lobby, educate them on self‑service resources, and process cash transactions. You will build relationships to meet financial needs and connect clients to tailored solutions while following all policies and regulatory requirements.

The role emphasizes delivering a great client experience, working with teams across small business, lending, and investments, and maintaining strong cash handling and operational routines.