Client Experience Banker

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

Benefits offered by this job

Industry-leading benefits

Job summary

Bank of America in Rancho Mirage, CA, is seeking an in-branch associate to engage clients, educate on self-service options, and process cash transactions with accuracy. You will discuss financial goals, connect clients to solutions, and support a high-quality client experience.

The role emphasizes relationship building, cross-selling opportunities, and following regulatory guidelines while delivering exceptional service. Weekend/extended hours may be required.

Qualifications

• Experience in customer service or sales in financial services is preferred.
• Strong communication and relationship-building skills are essential.
• Ability to learn and adapt to new technology platforms and processes.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Process cash transactions accurately and efficiently as needed.
• Develop deep conversations to understand financial goals and connect to solutions.
• Build relationships and support bankers in cross-selling opportunities.
• Manage center traffic, appointments, and outbound calls while delivering a great client experience.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Client Management

Prospecting

Education

High School Diploma

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

Job description

Bank of America in Rancho Mirage, CA, is seeking an in-branch associate to engage clients, educate on self-service options, and process cash transactions with accuracy. You will discuss financial goals, connect clients to solutions, and support a high-quality client experience.

The role emphasizes relationship building, cross-selling opportunities, and following regulatory guidelines while delivering exceptional service. Weekend/extended hours may be required.