Client Experience Banker

Bank of America; Point Pleasant (NJ); On-site; USD 35,000 - 50,000; Full time

Job summary

Bank of America in Point Pleasant, NJ is seeking a customer-focused front-line associate to guide clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes proactive engagement, accurate cash handling, and delivering a high-quality client experience.

You will build strong client relationships, identify financial needs, and connect customers to solutions that meet their goals while complying with laws and bank policies.

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Customer Focus

Communication

Problem Solving

Relationship Building

Time Management

Sales Orientation

Education

High School Diploma or GED

Bachelor's Degree in Business Administration or Finance

Job description

Bank of America in Point Pleasant, NJ is seeking a customer-focused front-line associate to guide clients in the lobby, educate on self-service options, and process cash transactions accurately. The role emphasizes proactive engagement, accurate cash handling, and delivering a high-quality client experience.

You will build strong client relationships, identify financial needs, and connect customers to solutions that meet their goals while complying with laws and bank policies.