Client Experience Banker

Bank of America Corporation

League City (TX)

On-site

USD 42,000 - 52,000

Full time

2 days ago
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Job summary

Bank of America Corporation is seeking an in-branch client-service advocate to engage customers in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, meet financial needs, and drive client satisfaction while adhering to bank policies.

The role requires strong communication, problem solving, and flexibility to work weekends or extended hours as needed, with growth opportunities within a supportive in-office culture.

Qualifications

  • Bachelor's degree or relevant associate degree required.
  • Experience in financial services preferred.
  • Sales experience is beneficial and related to salary plus incentive environment.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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

Bachelor's degree or business relevant associate degree such as business management, business administration, or finance

Job description

Bank of America Corporation is seeking an in-branch client-service advocate to engage customers in the lobby, educate on self-service options, and process transactions accurately. You will build relationships, meet financial needs, and drive client satisfaction while adhering to bank policies.

The role requires strong communication, problem solving, and flexibility to work weekends or extended hours as needed, with growth opportunities within a supportive in-office culture.

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