Client Experience Banker

Bank of America; Olympia (WA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America in Washington state seeks a client-focused team member to engage lobby customers, educate on self-service banking, and process transactions accurately. The role emphasizes building relationships and guiding clients to solutions that meet financial goals.

The successful candidate will follow established processes, stay compliant with laws, and work to grow knowledge across lending, investments, and small business partnerships while handling center traffic and appointments.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• Experience in financial services or sales with customer focus is a plus.
• Ability to learn and use banking technology and self-service tools.

Responsibilities

• Engage lobby clients to educate and assist with self-service banking.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Follow processes and comply with laws and regulations.
• Grow knowledge by partnering with experts in lending, investments, and small business.
• Manage center traffic, appointments, and outbound calls; drive client experience.

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/GED

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

Job description

Bank of America in Washington state seeks a client-focused team member to engage lobby customers, educate on self-service banking, and process transactions accurately. The role emphasizes building relationships and guiding clients to solutions that meet financial goals.

The successful candidate will follow established processes, stay compliant with laws, and work to grow knowledge across lending, investments, and small business partnerships while handling center traffic and appointments.