Client Experience Banker

Bank of America; Upper Darby (Delaware County); On-site; USD 38,000 - 46,000; Full time

Job summary

Bank of America is hiring to engage clients in the lobby, educating and assisting with transactions via self-service channels (mobile/online/ATM). The role emphasizes accurate cash handling, deep conversations to understand financial goals, and connecting clients to solutions to meet those goals.

The position requires a strong client-service mindset, ability to learn new technology platforms, and willingness to work flexible hours including weekends.

Qualifications

• Enthusiastic, self-motivated with a strong work ethic and results focus.
• Collaborates effectively to build relationships and get things done.
• Shows passion and drive to deliver an experience that improves clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating and engaging all clients; quickly learns new platforms.
• Learns and adapts to new information and technology.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes to do what is right for clients and the bank, in compliance with laws.
• Grows business knowledge by collaborating with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls effectively.
• Drives the client experience and satisfaction.
• Manages cash responsibilities.

Skills

Self-starter

Relationship building

Customer focus

Oral communications

Problem solving

Account management

Client experience branding

Client management

Client solutions advisory

Business development

Pipeline management

Prospecting

Referral identification

Referral management

Adaptability

Education

High School Diploma / GED

Bachelor's Degree in business/finance/related field

Job description

Bank of America is hiring to engage clients in the lobby, educating and assisting with transactions via self-service channels (mobile/online/ATM). The role emphasizes accurate cash handling, deep conversations to understand financial goals, and connecting clients to solutions to meet those goals.

The position requires a strong client-service mindset, ability to learn new technology platforms, and willingness to work flexible hours including weekends.