Client Experience Banker

Bank of America; Needham (AL); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Needham, MA is seeking a customer service-focused associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, follow compliant processes, and connect clients to suitable financial solutions.

The role requires flexibility to work weekends or extended hours at different financial centers, and a strong commitment to delivering an exceptional client experience.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Able to build and nurture client relationships.
• Confident in identifying solutions for clients’ needs.
• Excellent communication and ability to engage all clients.
• Willing to work weekends or extended hours at multiple centers.
• Comfort with learning new information and technology platforms.

Responsibilities

• Executes the bank’s risk culture and strive for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Job description

Bank of America in Needham, MA is seeking a customer service-focused associate to engage clients in the lobby, educate them on self-service options, and assist with cash transactions. You will build relationships, follow compliant processes, and connect clients to suitable financial solutions.

The role requires flexibility to work weekends or extended hours at different financial centers, and a strong commitment to delivering an exceptional client experience.