Client Experience Banker

Bank of America; St. Albans (VT); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking an in-person Client Service Associate to engage clients in the lobby, educate them on self-service resources, and efficiently process cash transactions while uncovering financial goals and guiding customers to suitable solutions.

The role emphasizes building relationships, complying with regulations, and delivering a superior client experience across self-service and human-assisted channels. Weekend/extended hours may be required in various centers.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree or business-related associate degree preferred.
• Experience in financial services or sales is a plus.
• Ability to learn and adapt to banking technology platforms.
• Strong communication and problem-solving skills.

Responsibilities

• Engages clients in the lobby and assists with transactions.
• Processes cash transactions accurately and efficiently.
• Develops deep conversations to understand financial goals.
• Builds relationships with clients to meet financial needs.
• Follows processes while complying with laws and regulations.
• Drives the client experience and supports cross-functional teams.
• Manages center traffic and schedules appointments.

Skills

Adaptability

Customer Focus

Communication

Problem Solving

Relationship Building

Business Acumen

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree or business-related Associate’s Degree

Job description

Bank of America is seeking an in-person Client Service Associate to engage clients in the lobby, educate them on self-service resources, and efficiently process cash transactions while uncovering financial goals and guiding customers to suitable solutions.

The role emphasizes building relationships, complying with regulations, and delivering a superior client experience across self-service and human-assisted channels. Weekend/extended hours may be required in various centers.