Client Experience Banker

Bank of America; Vernon (CT); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Connecticut seeks an enthusiastic client service associate to engage clients in the lobby, educate them on self-service banking, and assist with transactions. The role focuses on building relationships, understanding client needs, and connecting them to banking solutions to achieve financial goals.

Strong communication and a proactive approach are essential. Responsibilities include handling cash, following bank procedures, and collaborating with partners in lending,

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• 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

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Relationship

Client Management

Client Solutions

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Connecticut seeks an enthusiastic client service associate to engage clients in the lobby, educate them on self-service banking, and assist with transactions. The role focuses on building relationships, understanding client needs, and connecting them to banking solutions to achieve financial goals.

Strong communication and a proactive approach are essential. Responsibilities include handling cash, following bank procedures, and collaborating with partners in lending,