Client Experience Banker

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Community involvement support

Job summary

Bank of America in Washington state seeks a client-focused associate to engage clients in the lobby and guide transactions using self-service resources. You will build relationships, process cash transactions accurately, and connect clients with solutions to meet financial goals.

The role emphasizes risk culture, adherence to laws, and collaboration with experts in lending, investments, and small business. Weekend/extended hours may be required.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful 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 and compliant.
• 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 and ensures service quality.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client 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

Bachelor’s Degree or business-relevant Associate’s Degree

Job description

Bank of America in Washington state seeks a client-focused associate to engage clients in the lobby and guide transactions using self-service resources. You will build relationships, process cash transactions accurately, and connect clients with solutions to meet financial goals.

The role emphasizes risk culture, adherence to laws, and collaboration with experts in lending, investments, and small business. Weekend/extended hours may be required.