Client Experience Banker

Bank of America; Glendale (CA); On-site; USD 40,000 - 65,000; Full time

Job summary

Bank of America is seeking a Client Associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions. You will build relationships, process cash transactions, and connect clients to financial solutions to meet their goals.

Responsibilities include handling client flow, adhering to regulations, and participating in a team focused on delivering exceptional service. Weekend and extended hours may be required.

Qualifications

• Experience delivering client service in financial services preferred.
• Ability to learn and adapt to banking technology platforms.
• Strong communication and interpersonal skills required.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently while building client relationships.
• Grow knowledge of financial solutions by partnering with experts.
• Maintain compliance with laws and bank policies in daily activities.
• Manage client flow, appointments, and outbound calls to drive client experience.

Skills

Adaptability

Customer Focus

Problem Solving

Relationship Building

Oral Communications

Client Experience

Education

Bachelor's Degree or related

Job description

Bank of America is seeking a Client Associate to engage clients in the lobby, educate them on self-service resources, and assist with transactions. You will build relationships, process cash transactions, and connect clients to financial solutions to meet their goals.

Responsibilities include handling client flow, adhering to regulations, and participating in a team focused on delivering exceptional service. Weekend and extended hours may be required.