Client Experience Banker — Financial Guidance

Bank of America; Agoura Hills (CA); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in Agoura Hills, CA seeks a role focused on engaging clients in the lobby and educating them on self-service banking (mobile, online, ATM) while accurately processing cash transactions. You will build client relationships, drive the client experience, and handle cash and appointments with a focus on compliance.

The position requires a strong service mindset, ability to work weekends, Spanish language skills, and comfort with learning new digital tools.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and goals for client outcomes.
• Collaborates effectively to build relationships and get things done.
• Passion, commitment and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective and confident communication with all clients.
• Able to learn and adapt to new information and technology platforms.
• Able to educate clients on simple banking transactions via self-service tools.
• Follows processes and adheres to laws and regulations.
• Willing to work weekends or extended hours as needed.
• Spanish language required.

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.
• Grows knowledge by partnering with experts in small business, lending and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Education

Bachelor's Degree

Business-Related Associate’s Degree

Job description

Bank of America in Agoura Hills, CA seeks a role focused on engaging clients in the lobby and educating them on self-service banking (mobile, online, ATM) while accurately processing cash transactions. You will build client relationships, drive the client experience, and handle cash and appointments with a focus on compliance.

The position requires a strong service mindset, ability to work weekends, Spanish language skills, and comfort with learning new digital tools.