In-Branch Client Experience Banker

NBMBAA; Omaha (NE); On-site; USD 36,000 - 52,000; Full time

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships, understand clients' financial goals, and connect them to tailored solutions while ensuring compliance and high service levels.

In this role, you’ll manage center flow, appointments and outreach calls, delivering a superior client experience, and supporting financial goals with expertise in

Qualifications

• Experience in financial services industry or related field preferred.
• Must be able to work weekends or extended hours at multiple locations within reasonable distance.
• Bachelor's Degree or business-related Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engage clients in lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Develop deep conversations to understand financial and life priorities and connect clients to suitable solutions.
• Build relationships to meet clients' financial needs and growth opportunities.
• Manage center traffic, appointments and outbound calls to drive client experience.
• Follow processes and guidelines to ensure compliance with laws and regulations.

Skills

Adaptability

Business Acumen

Customer 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

Bachelor's Degree

Business Associate Degree

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate them on self-service resources, and accurately process cash transactions. You will build relationships, understand clients' financial goals, and connect them to tailored solutions while ensuring compliance and high service levels.

In this role, you’ll manage center flow, appointments and outreach calls, delivering a superior client experience, and supporting financial goals with expertise in