Client Experience Banker

Bank of America; Morgan Hill (CA); On-site; USD 71,635,000 - 76,708,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Industry-leading benefits

Job summary

Bank of America in Morgan Hill, CA is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and perform cash transactions accurately. You will build strong client relationships, follow established processes, and support a positive client experience.

The role may require weekend/evening shifts and offers competitive benefits. Join a diverse team focused on responsible growth within a collaborative in-office culture.

Qualifications

• Enthusiastic, self-motivated, and focused on delivering results.
• Collaborates effectively and builds strong client relationships.
• Excellent communication and interpersonal skills.
• Able to learn new information and technology platforms.
• Capable of educating clients on self-service banking options (ATM, online, mobile).
• Strong problem-solving and time-management abilities.
• Willing to work weekends and extended hours as needed.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet their financial needs.
• Follows processes and guidelines to act in the client's and bank's best interest while complying with laws.
• 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.

Education

Bachelor's degree or business-relevant Associate’s Degree (e.g., business management, business administration, or finance)

Job description

Bank of America in Morgan Hill, CA is seeking a Client Service Associate to engage clients in the lobby, educate them on self-service options, and perform cash transactions accurately. You will build strong client relationships, follow established processes, and support a positive client experience.

The role may require weekend/evening shifts and offers competitive benefits. Join a diverse team focused on responsible growth within a collaborative in-office culture.