Client Experience Banker

National Black MBA Association; Rogers, Northern (AR, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a front-line advisor to educate clients on self-service resources and to process cash transactions with accuracy and care. The role emphasizes building in-depth client relationships to identify solutions that meet financial goals, while complying with laws and bank guidelines.

The position supports a culture of in-office collaboration with flexible role-specific arrangements and potential movements within nearby financial centers as needed.

Qualifications

• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent.
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a front-line advisor to educate clients on self-service resources and to process cash transactions with accuracy and care. The role emphasizes building in-depth client relationships to identify solutions that meet financial goals, while complying with laws and bank guidelines.

The position supports a culture of in-office collaboration with flexible role-specific arrangements and potential movements within nearby financial centers as needed.