Client Experience Banker

Bank of America; San Gabriel (CA); On-site; USD 36,000 - 60,000; Full time

Job summary

Bank of America in California is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships and connect clients with solutions to meet financial goals.

The role requires Mandarin, weekend availability, and strong problem-solving to deliver excellent client experiences at our financial centers.

Qualifications

• Energetic self-starter focused on client results.
• Strong relationships and collaboration skills.
• Able to learn new information and tech platforms.
• Confident in educating clients on self-service banking.
• Willing to work weekends or extended hours.
• Mandarin language required.

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 to do what is right for clients and the bank.
• Expands knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in California is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships and connect clients with solutions to meet financial goals.

The role requires Mandarin, weekend availability, and strong problem-solving to deliver excellent client experiences at our financial centers.