Client Experience Banker

Bank of America Corporation

United States

On-site

USD 36,000 - 48,000

Full time

4 days ago
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Job summary

Bank of America Corporation in the United States is seeking a customer‑focused associate to engage clients in the lobby, educate them on self-service resources, and process transactions accurately.

The role emphasizes building client relationships, driving the client experience, and managing cash and appointments while following all regulatory guidelines. Weekend or extended hours may be required.

Qualifications

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Bilingual in English and Spanish.
  • Willing to work weekends and/or extended hours as required.
  • Experience in financial services or sales is beneficial when applying.

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

Adaptability
Business Acumen
Customer 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 such as business management, business administration or finance

Job description

Bank of America Corporation in the United States is seeking a customer‑focused associate to engage clients in the lobby, educate them on self-service resources, and process transactions accurately.

The role emphasizes building client relationships, driving the client experience, and managing cash and appointments while following all regulatory guidelines. Weekend or extended hours may be required.

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