Client Experience Banker

Bank of America; Yorba Linda (CA); On-site; USD 38,000 - 52,000; Full time

Job summary

Bank of America is seeking a client-focused banking professional to engage with customers in the lobby, educate on self-service options, and process transactions accurately. The role emphasizes deep conversations to understand financial priorities and connect clients with appropriate solutions.

Responsibilities include building relationships, following compliant processes, and contributing to a seamless client experience across in-branch and self-service channels.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Able to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies (ATM, online/mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients' needs.
• Follows established processes and guidelines to act in the best interest of clients and the bank, adhering to laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

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 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 seeking a client-focused banking professional to engage with customers in the lobby, educate on self-service options, and process transactions accurately. The role emphasizes deep conversations to understand financial priorities and connect clients with appropriate solutions.

Responsibilities include building relationships, following compliant processes, and contributing to a seamless client experience across in-branch and self-service channels.