Client Experience Banker

National Black MBA Association; Gardendale (AL); Hybrid; USD 34,000 - 42,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will conduct deep conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include managing center traffic, building relationships, and following regulations to ensure excellent service and risk management.

Qualifications

• Experience in financial services is a plus.
• One year of sales experience in a salary-plus-incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance.

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 and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• 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 a customer-focused professional to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will conduct deep conversations to understand financial goals and connect clients with suitable solutions.

Responsibilities include managing center traffic, building relationships, and following regulations to ensure excellent service and risk management.