Client Experience Banker

Bank of America; Wilmington (DE); On-site; USD 34,000 - 45,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will identify client needs and connect them to banking solutions while maintaining compliance and service quality.

The role emphasizes relationship building, sales capabilities in a salary-plus-incentive environment, and collaboration with specialists in lending, investments, and small business services.

Qualifications

• Minimum education: High School Diploma or GED or equivalent.
• Bachelor's or business-related Associate's degree preferred.
• Experience in financial services and knowledge of industry/products a plus.
• One year of sales experience in salary plus incentive environment helpful.

Responsibilities

• Executes the bank's risk culture and aims for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in clients' and bank's best interest.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

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

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree

Business-related Associate's Degree

Job description

Bank of America in the United States is seeking a client-focused associate to engage lobby clients, educate on self-service banking, and process cash transactions accurately. You will identify client needs and connect them to banking solutions while maintaining compliance and service quality.

The role emphasizes relationship building, sales capabilities in a salary-plus-incentive environment, and collaboration with specialists in lending, investments, and small business services.