Client Experience Banker

Bank of America; West Pensacola (FL); On-site; USD 29,000 - 36,000; Full time

Job summary

Bank of America is hiring a Client Service Associate to engage lobby clients, educate them on self-service options like mobile, online banking, and ATM transactions. You will process cash transactions accurately and develop deep conversations to align financial solutions with client goals.

The role emphasizes relationship building, adherence to laws and processes, and collaboration with experts across banking products.

Qualifications

• High School Diploma or GED required or equivalent.
• Experience in financial services and client-focused selling is preferred.
• Demonstrated ability to work weekends and extended hours as needed.

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, ensuring compliance.
• Gathers knowledge across small business, lending, and investments to serve clients.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and supports transactions via self-service tools.
• 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

Bachelor's Degree in Business/Finance

Associate’s Degree (Business/Finance)

Job description

Bank of America is hiring a Client Service Associate to engage lobby clients, educate them on self-service options like mobile, online banking, and ATM transactions. You will process cash transactions accurately and develop deep conversations to align financial solutions with client goals.

The role emphasizes relationship building, adherence to laws and processes, and collaboration with experts across banking products.