Client Experience Banker — Grow Relationships & Goals

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

Job summary

Bank of America is seeking a committed team member to engage clients in the lobby, educate on self-service options, and efficiently process cash transactions. The role focuses on building meaningful client relationships, understanding financial goals, and connecting customers with suitable solutions.

Responsibilities include risk-aware operations, managing center flow and appointments, and collaborating with experts in lending and investments to grow the business and deliver excellent client

Qualifications

• High School Diploma or equivalent required.
• Bachelor's degree preferred but not required; formal education in business/finance is a plus.
• Experience in customer service or cash handling is beneficial.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a committed team member to engage clients in the lobby, educate on self-service options, and efficiently process cash transactions. The role focuses on building meaningful client relationships, understanding financial goals, and connecting customers with suitable solutions.

Responsibilities include risk-aware operations, managing center flow and appointments, and collaborating with experts in lending and investments to grow the business and deliver excellent client