Client Experience Banker

Bank of America

Waltham (MA)

On-site

USD 52,000 - 56,000

Full time

14 days+

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Benefits offered by this job

Benefits eligible
Competitive pay

Job summary

Bank of America is hiring a client-facing bank associate in Massachusetts to engage clients in the lobby and educate them on self-service resources such as mobile and online banking.

You will accurately process cash transactions, conduct deep conversations to understand client priorities, and connect customers with solutions to meet their financial goals. The role emphasizes relationship building and service excellence.

Qualifications

  • Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
  • Collaborates effectively to build relationships and get things done.
  • Passion and drive to deliver an experience that improves clients' financial lives.
  • Confident in identifying solutions for new and existing clients.

Responsibilities

  • Executes the bank's risk culture and strives 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, complying with laws and regulations.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages center traffic, appointments, and outbound calls.

Skills

Adaptability
Business Acumen
Customer and Client 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

Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is hiring a client-facing bank associate in Massachusetts to engage clients in the lobby and educate them on self-service resources such as mobile and online banking.

You will accurately process cash transactions, conduct deep conversations to understand client priorities, and connect customers with solutions to meet their financial goals. The role emphasizes relationship building and service excellence.

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