Client Experience & Relationship Banker

Bank of America Corporation; New York (NY); On-site; USD 42,000 - 60,000; Full time

Job summary

Bank of America is recruiting for a Client Service Associate position focused on educating clients about self-service options and processing cash transactions with accuracy. You will build relationships, understand client priorities, and connect them with suitable financial solutions.

The role emphasizes strong communication, adaptability, and teamwork, with shifts in a 1st-shift schedule and a 40-hour work week at various centers in the United States.

Qualifications

• Enthusiastic, self-motivated with a results focus
• Collaborates well and builds relationships
• Passionate about delivering a better financial life for clients
• Comfortable identifying solutions for client needs
• Strong communication and teaching of basic banking methods
• Able to learn new information and technology platforms
• Capable of educating clients on self-service banking tools
• Uses critical thinking to meet client needs
• Follows processes and regulations consistently
• Manages time and capacity effectively
• Willing to work weekends and travel to nearby centers

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions
• Processes cash transactions accurately and efficiently
• Develops conversations to understand clients' financial and life priorities
• Connects clients to appropriate banking solutions
• Builds relationships to meet financial needs
• Drives the client experience and efficiency of center operations
• Manages center traffic, appointments, and outbound calls

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

Job description

Bank of America is recruiting for a Client Service Associate position focused on educating clients about self-service options and processing cash transactions with accuracy. You will build relationships, understand client priorities, and connect them with suitable financial solutions.

The role emphasizes strong communication, adaptability, and teamwork, with shifts in a 1st-shift schedule and a 40-hour work week at various centers in the United States.