Client Experience Banker

Bank of America

Rosenberg (TX)

On-site

USD 36,000 - 52,000

Full time

5 hours ago
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Job summary

Bank of America in the United States is seeking a client‑focused team member to engage clients in the lobby, educate on self‑service options, and process cash transactions accurately. You will have in‑depth conversations to understand clients' financial goals and connect them to appropriate solutions, while upholding the bank's risk culture and compliance standards.

This is a full‑time role (40 hours weekly) with a 1st shift, based in a financial center, and requires weekend availability as

Qualifications

  • Self-starter with strong work ethic focused on results.
  • Able to identify client solutions based on needs.
  • Effective communicator; comfortable engaging clients.
  • Learn and adapt to new information and tech platforms.
  • Follow processes and comply with laws/regulations.

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

Enthusiastic self-starter
Strong work ethic
Relationship building
Customer focus
Effective communicator
Adaptability
Problem solving
Time management
Flexibility weekends hours
Learning agility

Education

Bachelor's degree or business-related associate

Job description

Bank of America in the United States is seeking a client‑focused team member to engage clients in the lobby, educate on self‑service options, and process cash transactions accurately. You will have in‑depth conversations to understand clients' financial goals and connect them to appropriate solutions, while upholding the bank's risk culture and compliance standards.

This is a full‑time role (40 hours weekly) with a 1st shift, based in a financial center, and requires weekend availability as

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