Client Experience Banker

Bank of America Corporation; United States; On-site; USD 21,000 - 28,000; Full time

Job summary

Bank of America Corporation is seeking a client-oriented associate to engage customers in-branch, educate on self-service banking, and process cash transactions efficiently. The role emphasizes understanding clients' financial goals, building trusted relationships, and connecting customers to appropriate solutions.

Responsibilities include managing center traffic, conducting deep conversations about needs, and collaborating with specialists to deliver tailored financial guidance.

Qualifications

• Required: enthusiastic self-starter with strong work ethic and focus on results.
• Builds relationships to meet client financial needs and follows laws/regulations.
• Learns and adapts to new information and technology platforms; educates clients on self-service banking.

Responsibilities

• Executes risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines 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 center traffic, appointments, and outbound calls.
• Drives the client experience and handles cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Branding

Client Management

Client Solutions

Advisory

Relationship Building

BD Pipeline

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America Corporation is seeking a client-oriented associate to engage customers in-branch, educate on self-service banking, and process cash transactions efficiently. The role emphasizes understanding clients' financial goals, building trusted relationships, and connecting customers to appropriate solutions.

Responsibilities include managing center traffic, conducting deep conversations about needs, and collaborating with specialists to deliver tailored financial guidance.