Client Experience Banker

Bank of America; Shrewsbury (MA); On-site; USD 23,000 - 29,000; Full time

Job summary

Bank of America is seeking an in-office Client Services Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial goals and connect clients with suitable solutions.

The role emphasizes relationship-building, adherence to laws and procedures, and collaboration with experts in lending, investments, and small business. Expect a 40-hour week with weekends as needed.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Able to educate clients on simple banking transactions via self-service tools.
• Willing to follow established processes and comply with laws and regulations.
• Strong time and capacity management with a focus on client outcomes.
• Flexible to work weekends and/or extended hours as needed.

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions for clients.
• Develop deep conversations to understand financial goals and connect clients to solutions.
• Build relationships to meet client financial needs and grow business.
• Manage center traffic, appointments, and outbound calls; drive client experience.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Account management

Client experience branding

Client management

Client solutions advisory

Prospecting

Referral identification

Referral management

Pipeline management

Business development

Adaptability to tech platforms

Education

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)

Job description

Bank of America is seeking an in-office Client Services Associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will have in-depth conversations to understand financial goals and connect clients with suitable solutions.

The role emphasizes relationship-building, adherence to laws and procedures, and collaboration with experts in lending, investments, and small business. Expect a 40-hour week with weekends as needed.