Client Experience Banker

Bank of America; Oklahoma; On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Flexible pay transparency

Job summary

Bank of America is hiring for a client-focused role in the United States. You will engage clients in-branch, educate on self-service tools, and process cash transactions accurately. The role requires building relationships, meeting financial goals, and adhering to laws and bank policies.

Training may occur at a designated financial center, with potential relocation within a reasonable commuting distance. The position demands strong communication, sales aptitude, cash handling, and the ability to

Qualifications

• 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

• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to applicable laws and regulations.
• Grow business knowledge and network by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively.
• Drive the client experience and manage cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is hiring for a client-focused role in the United States. You will engage clients in-branch, educate on self-service tools, and process cash transactions accurately. The role requires building relationships, meeting financial goals, and adhering to laws and bank policies.

Training may occur at a designated financial center, with potential relocation within a reasonable commuting distance. The position demands strong communication, sales aptitude, cash handling, and the ability to