Client Experience Banker

Bank of America; Rohnert Park (CA); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service options, including mobile, online banking, and ATM transactions.

The role emphasizes accurate cash handling, building relationships, and delivering a service experience that meets clients' financial goals. Weekend and extended hours flexibility may be required across various financial centers.

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• 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

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby and guide them through self-service options, including mobile, online banking, and ATM transactions.

The role emphasizes accurate cash handling, building relationships, and delivering a service experience that meets clients' financial goals. Weekend and extended hours flexibility may be required across various financial centers.