Client Experience Banking Specialist

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

Job summary

Bank of America is seeking a customer-oriented associate to engage clients in the lobby, educate them on mobile, online, and ATM self-service tools, and process cash transactions with accuracy.

You will build relationships, identify client needs, and connect them with banking solutions while adhering to laws and internal guidelines. This role supports a high-quality client experience across multiple locations.

Qualifications

• Bachelor's degree or business-related associate degree preferred.
• Experience in financial services or sales is a plus.
• Ability to identify client needs and provide appropriate solutions.

Responsibilities

• Engage clients in the lobby and educate on self-service options.
• Accurately process cash transactions and support clients' banking goals.
• Build relationships to meet clients' financial needs and ensure compliance.
• Manage center traffic, appointments, and outbound calls to enhance client experience.

Skills

Customer focus

Relationship building

Communication

Problem solving

Adaptability

Sales mindset

Time management

Education

Bachelor's Degree or similar

Job description

Bank of America is seeking a customer-oriented associate to engage clients in the lobby, educate them on mobile, online, and ATM self-service tools, and process cash transactions with accuracy.

You will build relationships, identify client needs, and connect them with banking solutions while adhering to laws and internal guidelines. This role supports a high-quality client experience across multiple locations.