Client Experience Banker

Bank of America Corporation; Montgomery Village (MD); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused banker to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy.

The role emphasizes building relationships, understanding clients' financial needs, and connecting them to suitable solutions The position requires a 40-hour workweek, 1st shift in the United States, with potential weekend/extended hours and compliance with laws and bank policies.

Qualifications

• Enthusiastic, self-motivated with focus on results
• Collaborates effectively to build relationships
• Passionate about delivering an experience that improves clients' financial lives
• Able to identify solutions for new and existing clients based on needs
• Effective communication and comfortable engaging all clients
• Ability to learn and adapt to new information and platforms
• Confident in educating clients on self‑service transactions (ATM, online/mobile)
• Strong critical thinking and problem‑solving skills
• Follows established processes to act in clients' and bank's best interest
• Efficient time and capacity management
• Willing to work weekends/extended hours at various centers

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 act lawfully and in clients' best interests
• Grows business knowledge by partnering with experts in small business, lending, and investments
• Manages center traffic, appointments, and outbound calls effectively
• Drives the client experience
• 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 / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a client-focused banker to engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy.

The role emphasizes building relationships, understanding clients' financial needs, and connecting them to suitable solutions The position requires a 40-hour workweek, 1st shift in the United States, with potential weekend/extended hours and compliance with laws and bank policies.