Client Experience Banker

Bank of America Corporation; Rancho Cordova (CA); On-site; USD 25,000 - 32,000; Full time

Job summary

Bank of America is hiring for a client-focused banking role in California. You will engage clients in-branch, educate on self-service options, and process cash transactions while building relationships to meet financial goals.

The position requires strong communication, adaptability, and a willingness to work with flexible hours including weekends when needed. You will connect clients to solutions across personal banking, small business, lending, and investments, and collaborate with experts to

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for clients based on needs.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies strong critical thinking and problem solving.
• Follows processes and complies with laws and regulations.
• Willing to work weekends or extended hours as needed.

Responsibilities

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

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

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-focused banking role in California. You will engage clients in-branch, educate on self-service options, and process cash transactions while building relationships to meet financial goals.

The position requires strong communication, adaptability, and a willingness to work with flexible hours including weekends when needed. You will connect clients to solutions across personal banking, small business, lending, and investments, and collaborate with experts to