Client Experience Banker

Bank of America; Penn Hills (Allegheny County); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America in the United States seeks a Branch Client Services Representative to engage clients in the lobby and assist with transactions via self-service resources. You will process cash transactions and seek to understand client priorities to connect them with suitable financial solutions.

The role emphasizes building relationships, following procedures, and supporting a strong client experience, with weekend or extended hours as needed to serve communities.

Qualifications

• High School diploma or GED required.
• Bachelor’s or business-related degree preferred but not required.
• Experience in financial services and sales is a plus.
• Ability to learn and use self-service banking platforms.
• Strong communication and relationship-building skills.
• Willingness to work weekends or extended hours.
• Knowledge of cash handling and banking operations helpful.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank.
• Grows knowledge by partnering with experts in lending and investments.
• Manages branch traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Client Experience Branding

Client Solutions Advisory

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Associate’s Degree (business/finance optional)

Bachelor’s Degree (business/finance optional)

Job description

Bank of America in the United States seeks a Branch Client Services Representative to engage clients in the lobby and assist with transactions via self-service resources. You will process cash transactions and seek to understand client priorities to connect them with suitable financial solutions.

The role emphasizes building relationships, following procedures, and supporting a strong client experience, with weekend or extended hours as needed to serve communities.