Client Experience Banker

Bank of America; Keller (TX); On-site; USD 34,000 - 48,000; Full time

Job summary

Bank of America is seeking a client-focused banking representative to engage clients in the lobby and educate them on self-service options. You will process cash transactions accurately, initiate conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes relationship building, adherence to policies, and delivering a high-quality client experience while supporting office workflows and flexible scheduling.

Qualifications

• Strong work ethic with results focus.
• Able to learn new information and technology.
• Comfortable engaging diverse clients and providing solutions.

Responsibilities

• Engages clients in the lobby and educates on self-service resources.
• Processes cash transactions accurately and efficiently.
• Educates clients on how to use ATM, online and mobile banking.
• Builds relationships to meet financial needs and goals.
• Adheres to laws, regulations, and internal guidelines.
• Manages 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

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's degree

Associate degree in business

Job description

Bank of America is seeking a client-focused banking representative to engage clients in the lobby and educate them on self-service options. You will process cash transactions accurately, initiate conversations to understand financial goals, and connect clients to suitable solutions.

The role emphasizes relationship building, adherence to policies, and delivering a high-quality client experience while supporting office workflows and flexible scheduling.