Client Experience Banker & Financial Guidance Pro

Bank of America; Tennessee; On-site; USD 36,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused lobby associate in Tennessee to engage with clients, educate on self-service options, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with appropriate banking solutions while following all regulatory guidelines.

The role requires a high school diploma or equivalent, with a preferred bachelor’s or related associate degree.

Qualifications

• Demonstrates adaptability and a strong work ethic.
• Displays business acumen and a client-focused approach.
• Excellent communication and problem-solving to meet client needs.

Responsibilities

• Engages clients in the lobby and educates on self-service banking.
• Processes cash transactions accurately and efficiently.
• Builds relationships to meet client financial needs and goals.
• Adheres to laws, regulations, and bank guidelines during daily activities.
• Manages center traffic, appointments, and outbound calls to drive the client experience.
• Collaborates with experts in banking products to provide solutions.

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

Prospecting

Referral Identification

Referral Management

Education

Bachelor's degree or business-related Associate’s degree

High School Diploma / GED

Associate’s Degree in business management/administration or finance

Job description

Bank of America is seeking a client-focused lobby associate in Tennessee to engage with clients, educate on self-service options, and accurately process cash transactions. You will build relationships, identify client needs, and connect them with appropriate banking solutions while following all regulatory guidelines.

The role requires a high school diploma or equivalent, with a preferred bachelor’s or related associate degree.