Client Experience & Solutions Banker

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

Job summary

Bank of America is seeking a customer-focused colleague to engage clients in the lobby, educate them on self-service resources (mobile/online banking, ATM) and process cash transactions accurately. You will connect clients to solutions that align with their financial goals and expectations.

Responsibilities include managing center traffic, scheduling, and outbound calls, while collaborating with experts in small business, lending and investments to grow the bank's value for clients.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance is desired.

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

High School Diploma / GED / Secondary School or equivalent

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

Job description

Bank of America is seeking a customer-focused colleague to engage clients in the lobby, educate them on self-service resources (mobile/online banking, ATM) and process cash transactions accurately. You will connect clients to solutions that align with their financial goals and expectations.

Responsibilities include managing center traffic, scheduling, and outbound calls, while collaborating with experts in small business, lending and investments to grow the bank's value for clients.