Client Experience Banker

Bank of America; Town of Florida (NY); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial institution in New York seeks a Client Service Representative to engage clients in the lobby, assisting them with transactions and building relationships. Candidates should be enthusiastic self-starters with a strong work ethic. Required qualifications include a High School Diploma and preferably a Bachelor's or business-relevant Associate's Degree. Skills in customer service, problem-solving, and relationship building are key. Work involves weekends and extended hours, focusing on client needs and financial solutions.

Qualifications

• Must be able to work weekends and/or extended hours.
• Experience in financial services and knowledge of industry products.
• One year of successful sales experience in a salary plus incentive environment.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions accurately and efficiently.
• Build relationships with clients to meet financial needs.

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 / Secondary School or equivalent

Bachelor's Degree or business-relevant Associate’s Degree

Job description

A leading financial institution in New York seeks a Client Service Representative to engage clients in the lobby, assisting them with transactions and building relationships. Candidates should be enthusiastic self-starters with a strong work ethic. Required qualifications include a High School Diploma and preferably a Bachelor's or business-relevant Associate's Degree. Skills in customer service, problem-solving, and relationship building are key. Work involves weekends and extended hours, focusing on client needs and financial solutions.