Client Experience Banker

Bank of America; North Providence (RI); On-site; USD 42,000 - 56,000; Full time

Job summary

Bank of America in the United States is seeking a customer-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify financial solutions, and drive a positive client experience.

The role emphasizes compliance, teamwork, and flexible hours, including possible weekends, to serve clients across the branch network.

Qualifications

• Is enthusiastic, highly motivated with a strong work ethic and client focus.
• Collaborates effectively to get things done and builds strong relationships.
• Displays passion and drive to deliver an experience that improves clients' lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on simple banking transactions via self-service tools.
• Applies critical thinking to meet clients' needs.
• Follows established processes and complies with laws and regulations.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Must be able to work weekends or extended hours within reasonable distance

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently for clients as needed.
• Conduct in-depth conversations to understand financial goals and priorities.
• Connect clients to solutions that meet their financial objectives.
• Build relationships to meet financial needs and expand services.
• Follow guidelines to ensure compliance with laws and bank policies.
• Assist with cash handling and core banking operations as required

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Relationship Building

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a customer-focused banking professional to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, identify financial solutions, and drive a positive client experience.

The role emphasizes compliance, teamwork, and flexible hours, including possible weekends, to serve clients across the branch network.