Client Experience Banker

Bank of America; South Gate (CA); On-site; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in California (South Gate area) is seeking a frontline Client Experience associate. You will engage clients in the lobby, educate on self-service tools, and accurately process cash transactions while uncovering financial goals to connect clients with suitable solutions.

This full-time role requires flexibility including weekends, and offers pay and benefits aligned with market standards. You will work to foster trust and a positive client experience across branches.

Qualifications

• Self-starter with a strong work ethic and client-focused mindset.
• Ability to build and nurture relationships with clients.
• Comfort with learning new information and technology platforms.
• Capable of educating clients on self-service banking tools (ATM/online/mobile).

Responsibilities

• Engages lobby clients to educate and assist with self-service transactions.
• Processes cash transactions accurately and efficiently.
• Builds relationships to meet clients' financial needs and goals.
• Drives the client experience and supports operational excellence.
• Manages time, capacity, and queue while adhering to laws and policies.
• Collaborates with experts in lending, investments, and small business as needed.

Skills

Adaptability

Customer focus

Relationship building

Problem solving

Oral communication

Account management

Client management

Client solutions advisory

Business acumen

Pipeline management

Prospecting

Referral identification

Referral management

Business development

Client experience branding

Education

Bachelor's degree

Associate's degree (business management/finance)

Job description

Bank of America in California (South Gate area) is seeking a frontline Client Experience associate. You will engage clients in the lobby, educate on self-service tools, and accurately process cash transactions while uncovering financial goals to connect clients with suitable solutions.

This full-time role requires flexibility including weekends, and offers pay and benefits aligned with market standards. You will work to foster trust and a positive client experience across branches.