Client Experience Banker

Bank of America; Kennesaw (GA); On-site; USD 30,000 - 45,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage customers in the lobby, assist with cash transactions, and guide clients to self-service banking options. You will build relationships to understand financial needs and connect customers with appropriate solutions.

The role emphasizes customer service, adherence to regulations, and a strong commitment to delivering a superior client experience.

Qualifications

• Minimum Education: High School Diploma or GED or equivalent.
• Desired: Bachelor's degree or business-related degree in finance or management.
• Experience in customer-facing financial services is preferred.

Responsibilities

• Engage clients in the lobby and educate on self-service options (mobile/online/ATM).
• Process cash transactions accurately and efficiently for clients.
• Develop in-depth knowledge of clients' financial and life priorities to offer solutions.
• Build relationships and connect clients to bank products and services.
• Follow processes and comply with laws and regulations in daily activities.
• Drive the client experience and enhance operational quality.
• Manage center traffic, appointments, and outbound calls as needed.

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

Bachelor's Degree or Business/Finance

Job description

Bank of America in the United States is seeking a client-focused associate to engage customers in the lobby, assist with cash transactions, and guide clients to self-service banking options. You will build relationships to understand financial needs and connect customers with appropriate solutions.

The role emphasizes customer service, adherence to regulations, and a strong commitment to delivering a superior client experience.