Client Experience Banker

Bank of America; Sarasota (FL); On-site; USD 34,000 - 52,000; Full time

Job summary

Bank of America is hiring for a frontline role in Sarasota designed to engage clients in the lobby and educate them on self-service resources like mobile and online banking. You will accurately process cash transactions and develop conversations to uncover financial needs and connect clients to suitable solutions.

Key responsibilities include managing client flow, scheduling, and outbound outreach while adhering to laws and bank guidelines. Weekend hours may be required.

Qualifications

• Enthusiastic, highly motivated self-starter focused on client results.
• Collaborates effectively to build relationships and deliver client value.
• Delivers experiences that improve clients’ financial lives and adapts to new information and technology.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the client’s and bank’s best interests and comply with laws.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Relationship Building

Client Solutions

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America is hiring for a frontline role in Sarasota designed to engage clients in the lobby and educate them on self-service resources like mobile and online banking. You will accurately process cash transactions and develop conversations to uncover financial needs and connect clients to suitable solutions.

Key responsibilities include managing client flow, scheduling, and outbound outreach while adhering to laws and bank guidelines. Weekend hours may be required.