Client Experience Banking Specialist

Bank of America; Mission (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Mission, TX is seeking a customer-facing Financial Center Associate to educate clients on self-service options and process cash transactions in a busy lobby.

You will build relationships to meet financial needs, guide clients to digital banking tools, and ensure compliance with laws while delivering a high-quality client experience. Shift: 1st shift, 40 hours; weekends/extended hours may be required.

Qualifications

• Minimum education requirement as listed in the posting.
• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Ability to work weekends and/or 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 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

Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in Mission, TX is seeking a customer-facing Financial Center Associate to educate clients on self-service options and process cash transactions in a busy lobby.

You will build relationships to meet financial needs, guide clients to digital banking tools, and ensure compliance with laws while delivering a high-quality client experience. Shift: 1st shift, 40 hours; weekends/extended hours may be required.