Client Experience Banker

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

Benefits offered by this job

Industry-leading benefits

Paid time off

Job summary

Bank of America in Woonsocket, RI is seeking a Client Services Associate to engage customers in the lobby, educate on self-service options, and accurately process cash transactions. The role emphasizes building relationships, following established procedures, and connecting clients with appropriate financial solutions to meet their goals.

The position requires a high school diploma or equivalent, weekend/extended hours availability, and offers a 40-hour work week with benefits eligibility.

Qualifications

• Required: enthusiastic self-starter with strong work ethic and client-focused mindset.
• Collaborates effectively to build relationships and deliver results.
• Communicates confidently and educates clients on self-service banking tools.
• Able to learn and adapt to new information and technology platforms.

Responsibilities

• Executes 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.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages branch traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• 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

Job description

Bank of America in Woonsocket, RI is seeking a Client Services Associate to engage customers in the lobby, educate on self-service options, and accurately process cash transactions. The role emphasizes building relationships, following established procedures, and connecting clients with appropriate financial solutions to meet their goals.

The position requires a high school diploma or equivalent, weekend/extended hours availability, and offers a 40-hour work week with benefits eligibility.