Client Experience Banker

Bank of America; Town of Easton (WI); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is hiring for a client-facing role based in Easton, MD. The position focuses on engaging clients at the lobby, guiding them to use self-service options, and accurately processing cash transactions while building trust and understanding clients' financial goals.

This role emphasizes strong interpersonal skills, adherence to regulations, and collaboration with internal specialists to offer appropriate financial solutions.

Qualifications

• Minimum education: High School Diploma or GED.
• Experience in financial services and sales is a plus.
• Willingness to learn and adapt to technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes to do what is right for clients and the bank, per laws and regulations.
• 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 handles 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 Mastery

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is hiring for a client-facing role based in Easton, MD. The position focuses on engaging clients at the lobby, guiding them to use self-service options, and accurately processing cash transactions while building trust and understanding clients' financial goals.

This role emphasizes strong interpersonal skills, adherence to regulations, and collaboration with internal specialists to offer appropriate financial solutions.