Client Experience Banker — Grow Clients' Financial Lives

Bank of America; Columbus (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Columbus, OH seeks a client service professional to engage lobby clients and educate them on self-service resources. You will process cash transactions accurately and build rapport to understand financial goals.

The role emphasizes following processes, staying compliant with laws, and partnering with specialists to meet client needs. Weekend and extended hours flexibility are expected.

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to meet client needs and build relationships.
• Possesses passion and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective communicator, comfortable engaging all clients.
• Able to learn new information and adapt to technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking and problem-solving skills.
• Follows processes and guidelines; adheres to laws and regulations.
• Manages time and capacity efficiently.
• Flexible to work weekends and extended hours as needed.

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 to do what is right for clients and the bank, adhering to laws and regulations
• Grows business knowledge 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

Job description

Bank of America in Columbus, OH seeks a client service professional to engage lobby clients and educate them on self-service resources. You will process cash transactions accurately and build rapport to understand financial goals.

The role emphasizes following processes, staying compliant with laws, and partnering with specialists to meet client needs. Weekend and extended hours flexibility are expected.