Client Experience Banker

National Black MBA Association; United States; On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships, understand client needs, and connect them to financial solutions.

The role emphasizes risk culture, compliance, and operating excellence, with opportunities to grow knowledge across small business, lending, and investments. 40-hour week on the first shift may require weekend hours.

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Bilingual Spanish

Customer and Client Focus

Oral Communications

Problem Solving

Relationship Building

Business Development

Pipeline Management

Prospecting

Account Management

Client Experience Branding

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships, understand client needs, and connect them to financial solutions.

The role emphasizes risk culture, compliance, and operating excellence, with opportunities to grow knowledge across small business, lending, and investments. 40-hour week on the first shift may require weekend hours.