Client Experience Banker

Bank of America; Oregon; On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is hiring to engage clients in lobbies, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep conversations to uncover client goals and connect them with suitable financial solutions.

You will build relationships, follow compliant processes, and coordinate with specialists in small business, lending, and investments. This is a full-time on-site position with standard hours in the United States.

Qualifications

• Bachelor's degree or higher in business, finance, or a related field.
• Associate's degree in business or related field is acceptable.
• Minimum education: High School Diploma or GED.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to learn client goals and connect to financial solutions.
• Build relationships to meet clients' financial needs and drive service quality.
• Follow established processes to comply with laws and regulations.
• Manage center traffic, appointments, and outbound calls; support client experience.
• Collaborate with teams to grow knowledge across small business, lending, and investments.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor's Degree in business, finance, or related field

Associate's Degree in business or related field

High School Diploma or GED

Job description

Bank of America is hiring to engage clients in lobbies, educate on self-service banking, and process cash transactions accurately. The role emphasizes deep conversations to uncover client goals and connect them with suitable financial solutions.

You will build relationships, follow compliant processes, and coordinate with specialists in small business, lending, and investments. This is a full-time on-site position with standard hours in the United States.