Client Experience Banker

Bank of America; South Pasadena (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America in the United States seeks a client-focused banking professional to engage lobby clients and educate on self-service resources. You will accurately process cash transactions and build relationships to meet financial needs.

The role requires strong communication, problem solving, and adaptability, with weekend and possible travel within a reasonable distance to offices. In-office culture with some flexibility is noted.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and builds strong relationships.
• Delivers an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.

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 act in the client's and bank's best interests and comply with laws.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED

Job description

Bank of America in the United States seeks a client-focused banking professional to engage lobby clients and educate on self-service resources. You will accurately process cash transactions and build relationships to meet financial needs.

The role requires strong communication, problem solving, and adaptability, with weekend and possible travel within a reasonable distance to offices. In-office culture with some flexibility is noted.