Client Experience Banker

Bank of America; Morgan Hill (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring for a role focused on engaging clients in the lobby, educating and assisting with transactions via self-service channels. The position emphasizes building relationships, handling cash responsibly, and driving a strong client experience within a regulated framework.

The ideal candidate should be self-motivated, capable of learning new platforms, and able to work weekend or extended hours as needed across a reasonable local radius.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred for some roles.
• Experience in financial services and knowledge of products is a plus.
• Ability to learn and adapt to new information and technology platforms.

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 to do what's right for clients and the bank
• Grows business knowledge 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

Job description

Bank of America is hiring for a role focused on engaging clients in the lobby, educating and assisting with transactions via self-service channels. The position emphasizes building relationships, handling cash responsibly, and driving a strong client experience within a regulated framework.

The ideal candidate should be self-motivated, capable of learning new platforms, and able to work weekend or extended hours as needed across a reasonable local radius.