Client Experience Banker: Build Relationships & Solutions

Bank of America

New York (NY)

On-site

USD 52,000 - 56,000

Full time

6 days ago
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Benefits offered by this job

Paid time off
Competitive benefits
Flexible benefits

Job summary

Bank of America in New York is seeking team members to educate and assist clients using self-service resources such as mobile banking, online banking and ATM, while accurately processing cash transactions.

You will build relationships, follow bank processes and comply with laws, expand knowledge across small business, lending and investments, manage center traffic and drive a positive client experience.

Qualifications

  • Experience in banking or financial services is valued.
  • Strong communication and relationship-building skills.
  • Ability to educate clients on self-service banking options and assist with transactions.
  • Comfort with following processes, laws and regulations.

Responsibilities

  • Engage clients in lobby to educate and assist with self-service transactions.
  • Process cash transactions accurately and efficiently.
  • Build relationships to meet clients' financial needs.
  • Follow established processes and guidelines to do what is right for clients and the bank.
  • Grow knowledge by collaborating with experts in lending and investments.
  • Manage center traffic, appointments, and outbound calls.

Skills

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience
Client Management
Relationship Building
Prospecting

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in New York is seeking team members to educate and assist clients using self-service resources such as mobile banking, online banking and ATM, while accurately processing cash transactions.

You will build relationships, follow bank processes and comply with laws, expand knowledge across small business, lending and investments, manage center traffic and drive a positive client experience.

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