Client Experience Banker

Bank of America Corporation; Oakland (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America Corporation is seeking a client-focused associate for its Oakland market. The role involves engaging clients in the lobby, educating on self-service resources, and processing cash transactions with accuracy.

You will conduct in-depth conversations to understand financial goals and connect clients to suitable solutions, while ensuring compliance with laws and internal guidelines. The position requires flexibility to work weekends or extended hours and may move between nearby

Qualifications

• Requires high school diploma or equivalent.
• Experience in financial services or sales environment is a plus.
• Spanish required as part of the role.

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 to act in the client's and bank's best interest.

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

High School Diploma

Job description

Bank of America Corporation is seeking a client-focused associate for its Oakland market. The role involves engaging clients in the lobby, educating on self-service resources, and processing cash transactions with accuracy.

You will conduct in-depth conversations to understand financial goals and connect clients to suitable solutions, while ensuring compliance with laws and internal guidelines. The position requires flexibility to work weekends or extended hours and may move between nearby