Client Experience & Solutions Banker

Bank of America; Jefferson Township (NJ); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America in New Jersey seeks a client-focused associate to engage customers in the lobby and guide them through self‑service options such as mobile, online banking, and ATM transactions. The role requires handling cash accurately while engaging clients in in-depth conversations to identify financial solutions.

The position emphasizes building strong client relationships and educating customers on available bank products, with adherence to laws and internal guidelines.

Qualifications

• Enthusiastic self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships and get things done.
• Able to educate clients on self-service banking platforms and new technology.
• Experience in financial services or related industry is a plus.
• 1 year of sales experience in a salary+incentive environment with individual goals.
• 6 months of cash handling experience.
• Bachelor’s Degree or business-related Associate’s Degree.

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 to act in the best interest of clients and the bank.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience and ensures high-quality service.
• Manages cash handling and related responsibilities.

Skills

Adaptability

Customer Focus

Communication

Problem Solving

Relationship Building

Time Management

Sales Mindset

Education

Bachelor’s Degree

Business-related Associate’s Degree

Job description

Bank of America in New Jersey seeks a client-focused associate to engage customers in the lobby and guide them through self‑service options such as mobile, online banking, and ATM transactions. The role requires handling cash accurately while engaging clients in in-depth conversations to identify financial solutions.

The position emphasizes building strong client relationships and educating customers on available bank products, with adherence to laws and internal guidelines.