Client Experience Banker

Bank of America; Lehigh Acres (FL); On-site; USD 21,000 - 26,000; Full time

Job summary

Bank of America in the United States is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately and connect clients to solutions aligning with their financial goals.

The role emphasizes building client relationships, following policies, and delivering a strong client experience across in-branch services. Weekend/extended hours may be required.

Qualifications

• Required Qualifications statements as listed: enthusiastic self-starter with strong work ethic and results focus; builds relationships; drives client experience; identifies solutions for clients; communicates confidently; learns new information and platforms; educates clients on self‑service banking; strong problem‑solving; follows laws and guidelines; manages time and capacity; supports weekend/extended hours; bilingual-Spanish.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to do what is right for clients and the bank, adhering to 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.
• 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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Tools

None

Job description

Bank of America in the United States is seeking a customer service professional to engage clients in the lobby, educate on self-service banking, and assist with transactions. You will process cash transactions accurately and connect clients to solutions aligning with their financial goals.

The role emphasizes building client relationships, following policies, and delivering a strong client experience across in-branch services. Weekend/extended hours may be required.