Client Experience & Growth Banker

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

Job summary

Bank of America is hiring for an in-office client service role focused on educating clients about self-service banking options and processing cash transactions with accuracy. You will engage clients in-branch, build relationships, and connect them to appropriate financial solutions while adhering to regulatory requirements.

The role requires strong interpersonal skills, reliability, weekend availability, and the ability to travel to different financial centers as needed.

Qualifications

• Self-starter with a strong work ethic and results focus
• Builds relationships to meet client needs
• Follows processes and guidelines to act in clients' and bank's best interest
• Experience in sales in a salary plus incentive environment optional
• Willing to work weekends and travel 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 and handles cash responsibilities

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communication

Problem Solving

Account Management

Client Experience

Client Management

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate’s Degree in Business/Finance

Job description

Bank of America is hiring for an in-office client service role focused on educating clients about self-service banking options and processing cash transactions with accuracy. You will engage clients in-branch, build relationships, and connect them to appropriate financial solutions while adhering to regulatory requirements.

The role requires strong interpersonal skills, reliability, weekend availability, and the ability to travel to different financial centers as needed.