Client Experience Banker

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

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is hiring in California to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. The role focuses on understanding client financial goals and connecting them to suitable solutions, while upholding risk and regulatory standards.

Employees will build client relationships, manage center flow, and collaborate with experts across lending and investments to drive a superior client experience.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Ability to collaborate and build strong client relationships.
• Willingness to learn and adapt to new information and platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to balance client and bank interests while complying with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Prospecting

Referral Management

Education

Bachelor's Degree or business-related Associate's Degree

Job description

Bank of America is hiring in California to engage clients in the lobby, educate on self-service options, and process cash transactions efficiently. The role focuses on understanding client financial goals and connecting them to suitable solutions, while upholding risk and regulatory standards.

Employees will build client relationships, manage center flow, and collaborate with experts across lending and investments to drive a superior client experience.