Client Experience Banker

Bank of America; Northern (KY); Hybrid; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in lobby interactions, educate on self-service options, and process cash transactions accurately. You will cultivate deep conversations to align clients with financial solutions and help them reach their goals.

The role emphasizes relationship building, adherence to laws, and collaboration with specialists in small business, lending, and investments; weekend/extended hours may be required.

Qualifications

• 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.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

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

Education

Bachelor's Degree in business management/administration/finance

High School Diploma or GED

Job description

Bank of America is seeking a customer-focused professional to engage clients in lobby interactions, educate on self-service options, and process cash transactions accurately. You will cultivate deep conversations to align clients with financial solutions and help them reach their goals.

The role emphasizes relationship building, adherence to laws, and collaboration with specialists in small business, lending, and investments; weekend/extended hours may be required.