Client Experience Banker

National Black MBA Association

Sacramento (CA)

Hybrid

USD 34,000 - 37,000

Full time

9 days ago

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Benefits offered by this job

Benefits eligible

Job summary

Bank of America in Sacramento, CA is hiring a Client Services Representative to engage clients in the lobby and assist with self-service banking. You will accurately process cash transactions and build relationships to meet financial needs, while following policies and regulations.

They seek energetic, customer-focused individuals with sales mindset, cash handling experience, and the ability to educate clients on ATM, online and mobile banking. Weekend hours may be required.

Qualifications

  • Enthusiastic, self-motivated with a strong work ethic and results focus.
  • Ability to build relationships and collaborate to meet client needs.
  • Willingness to learn and adapt to new information and technology platforms.
  • Ability to educate clients on routine banking transactions via self-service channels (ATM, online, mobile).
  • Compliance with established processes and regulatory requirements.

Responsibilities

  • Engage clients in the lobby to educate and assist with transactions via self-service resources.
  • Process cash transactions accurately and efficiently for clients.
  • Develop deep conversations to understand financial priorities and connect clients to solutions.
  • Build relationships to meet clients' financial needs and expand service adoption.
  • Manage center traffic, appointments, and outbound calls to improve client experience.

Skills

Client Focus
Sales Experience
Cash Handling
Adaptability
Communication

Education

High School Diploma or GED
Bachelor's Degree or Business-related Associate’s Degree

Job description

Bank of America in Sacramento, CA is hiring a Client Services Representative to engage clients in the lobby and assist with self-service banking. You will accurately process cash transactions and build relationships to meet financial needs, while following policies and regulations.

They seek energetic, customer-focused individuals with sales mindset, cash handling experience, and the ability to educate clients on ATM, online and mobile banking. Weekend hours may be required.

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