Client Experience Banker & Solutions Advisor

Bank of America; Lincoln (CA); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America is seeking a frontline teammate to educate clients in the lobby and assist with self-service transactions via mobile, online banking, or ATM. The role emphasizes accurate cash handling and building relationships to understand clients' financial goals.

Ideal candidates demonstrate enthusiasm, strong work ethic, and the ability to connect clients with appropriate solutions while adhering to regulatory guidelines and bank policies.

Qualifications

• Strong work ethic and results focus.
• Ability to build relationships and meet client needs.
• Confident in educating clients on self-service banking options.
• Adaptable to new information and technology platforms.
• Committed to following laws and bank policies.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Process cash transactions accurately and efficiently.
• Engage in deep conversations to understand financial goals and connect clients to solutions.

Skills

Enthusiastic

Strong work ethic

Relationship building

Effective communication

Learning agility

Self-service banking knowledge

Time management

Problem solving

Customer service

Sales aptitude

Team collaboration

Education

High School Diploma / GED

Job description

Bank of America is seeking a frontline teammate to educate clients in the lobby and assist with self-service transactions via mobile, online banking, or ATM. The role emphasizes accurate cash handling and building relationships to understand clients' financial goals.

Ideal candidates demonstrate enthusiasm, strong work ethic, and the ability to connect clients with appropriate solutions while adhering to regulatory guidelines and bank policies.