Client Experience Banker

Bank of America; Newton (MA); Sur place; USD 40 000 - 50 000; Plein temps

Résumé du poste

Bank of America is seeking a customer-facing associate to engage clients in the lobby, assist with self-service banking, and process cash transactions. You will build relationships, educate clients on digital tools, and connect clients to financial solutions while following bank policies and regulatory requirements.

The role emphasizes delivering a high-quality client experience, managing center traffic and appointments, and collaborating with specialists in lending, investments, and small

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Strong relationship-building and collaboration skills.
• Able to educate clients on self-service banking and new technology.
• Compliant with laws and regulations; good time management.

Responsabilités

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and the bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Connaissances

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

Formation

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

Description du poste

Bank of America is seeking a customer-facing associate to engage clients in the lobby, assist with self-service banking, and process cash transactions. You will build relationships, educate clients on digital tools, and connect clients to financial solutions while following bank policies and regulatory requirements.

The role emphasizes delivering a high-quality client experience, managing center traffic and appointments, and collaborating with specialists in lending, investments, and small