Client Experience Banker: Build Relationships & Solutions

Bank of America; Wyoming (MI); On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self‑service resources, and accurately process cash transactions. You will develop in-depth knowledge of clients’ financial priorities and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws and procedures, and collaboration with specialists across lending, investments, and small business services to grow the client base and deliver a superior banking

Qualifications

• Bachelor's degree or equivalent business-related education is required or preferred.
• Experience in financial services or sales environment is desirable.
• Customer-focused proven ability to educate clients and connect them with suitable financial solutions.

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 such as business management, business administration or finance

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate them on self‑service resources, and accurately process cash transactions. You will develop in-depth knowledge of clients’ financial priorities and connect them to suitable solutions.

The role emphasizes relationship building, adherence to laws and procedures, and collaboration with specialists across lending, investments, and small business services to grow the client base and deliver a superior banking