Client Experience Banker

National Black MBA Association; Norwood (MA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Competitive pay

Industry-leading benefits

Job summary

Bank of America is seeking a Client Service Associate in Norwood, MA to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role emphasizes building relationships, understanding client needs, and complying with laws and bank policies.

The position requires a High School Diploma or equivalent, the ability to work 40 hours per week, and weekend availability may be required.

Qualifications

• High School Diploma or equivalent required.
• Experience in financial services or customer-facing roles is preferred.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients in the lobby and educate on self-service options.
• Process cash transactions accurately and efficiently for clients.
• Build relationships to meet clients' financial needs and goals.
• Follow established processes and regulatory guidelines to protect clients and the bank.
• Support operations by managing center traffic, appointments, and outbound calls.
• Drive the client experience and resolve client questions with confidence.
• Collaborate with specialists in small business, lending, and investments as needed.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Client experience branding

Client management

Client solutions advisory

Pipeline management

Prospecting

Referral identification

Referral management

Education

High School Diploma / GED

Job description

Bank of America is seeking a Client Service Associate in Norwood, MA to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. The role emphasizes building relationships, understanding client needs, and complying with laws and bank policies.

The position requires a High School Diploma or equivalent, the ability to work 40 hours per week, and weekend availability may be required.