Client Experience Banker — Build Relationships & Solutions

Bank of America; Town of Brandon (NY); On-site; USD 36,000 - 42,000; Full time

Job summary

Bank of America in the United States seeks a frontline associate to engage clients in the lobby, assist with cash transactions, and educate customers on self-service options such as mobile and online banking and ATMs.

The role emphasizes building client relationships, delivering a great customer experience, and adhering to laws and regulations while supporting financial goals and providing reliable service across branch operations.

Qualifications

• Excellent customer service and sales skills.
• Ability to learn and adapt to banking technology and processes.
• Strong compliance with applicable laws and regulations.

Responsibilities

• Execute bank policies and deliver accurate cash transactions.
• Engage clients in the lobby to educate and assist with self-service resources.
• Build relationships to meet clients' financial needs and expand service usage.
• Follow established processes to deliver quality service and protect clients and the bank.
• Manage center traffic, appointments, and outbound communications effectively.
• Support clients with transactions via mobile/online banking and ATMs.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Prospecting & Referral

Education

High School Diploma / GED / Secondary School or equivalent

Bachelor's Degree or related Associate’s Degree (Business/Finance)

Job description

Bank of America in the United States seeks a frontline associate to engage clients in the lobby, assist with cash transactions, and educate customers on self-service options such as mobile and online banking and ATMs.

The role emphasizes building client relationships, delivering a great customer experience, and adhering to laws and regulations while supporting financial goals and providing reliable service across branch operations.