Client Experience & Solutions Banker

Sacbar; La Palma (CA); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Paid time off

Benefits package

Job summary

Bank of America is seeking a client-focused associate to educate and assist clients in the lobby with self-service banking options, including mobile and online services. The role emphasizes accurate cash handling and understanding clients’ financial goals.

You will build relationships, follow processes, and collaborate with teams to deliver an exceptional client experience while adhering to applicable laws and regulations.

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree required.
• Experience in financial services or sales environment preferred.
• Ability to quickly learn and adapt to banking platforms and processes.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Process cash transactions accurately and efficiently.
• Develop deep conversations to understand clients' financial goals and connect them to solutions.
• Build relationships to meet clients’ financial needs and grow the center’s business.

Skills

Adaptability

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Collaboration

Education

Bachelor's degree or related

Business/Finance associate degree

Job description

Bank of America is seeking a client-focused associate to educate and assist clients in the lobby with self-service banking options, including mobile and online services. The role emphasizes accurate cash handling and understanding clients’ financial goals.

You will build relationships, follow processes, and collaborate with teams to deliver an exceptional client experience while adhering to applicable laws and regulations.