Client Services Banker

Client Services Banker

About Bank of America:

Bank of America's purpose is clear and powerful: to improve financial well-being by leveraging the strength of connections. We drive Accountable Progress, ensuring fulfillment for our clients, employees, communities, and stakeholders daily. Our mission is deeply rooted in our dedication to being a Superior Workplace, where diversity, talent development, and wellness are fundamental.

Our team's well-being is our top priority, covering physical, emotional, and financial aspects, while also acknowledging achievements and giving back to the communities we are involved with. Bank of America is proud of our inclusive workplace culture that attracts exceptional talent and promotes personal growth opportunities.

Role Overview:

Joining our team provides you with the opportunity to build a successful banking career, with ample chances to learn, develop, and have a meaningful impact. In this client-facing position, you will be a key player in engaging clients, offering customized financial guidance, and helping them utilize a range of self-service resources such as mobile banking, online banking, and ATMs.

Primary Job Duties:

• Enforces the bank's risk culture and aims to excel in operational efficiency
• Fosters relationships with clients to address their financial concerns
• Adheres to established processes and standards in daily tasks to act in the best interest of clients and the financial institution, while also staying compliant with all applicable laws and regulations
• Increases insight into business dynamics and enhances professional contacts by collaborating with specialists in small business strategies, monetary investments, and asset management
• Capably administers the visitor flow, appointments, and outbound calls within the financial office
• Drives customer engagement and satisfaction
• Manages cash responsibilities

Required Qualifications:

• Acts with fervor, motivation, and self-reliance, emphasizing a strong commitment to generating results that serve the client's best interests.
• Demonstrates effective collaboration to accomplish tasks, building and maintaining strong relationships.
• Displays a high level of enthusiasm, commitment, and motivation to improve the financial experiences of our clients.
• Displays confidence in understanding the needs of new and existing clients to provide suitable solutions.
• Capable of engaging confidently with clients and communicating effectively across diverse groups.
• Displays the talent for acquiring and adjusting to unfamiliar information and digital platforms.
• Shares knowledge with clients on how to effectively complete straightforward banking transactions via self-service technologies like ATMs, online banking portals, and mobile banking applications with a sense of confidence.
• Utilizes strong critical thinking and adept problem-solving skills to successfully address clients' needs.
• Will conform to established methodologies and principles in daily actions to promote the interests of clients and the bank, while adhering to all applicable laws and regulations.
• Skillfully allocates time and capacity.
• Highlights the importance of yielding outcomes while acting in the client's favor.
• Available to work extended hours and weekends as needed.

Desired Qualifications:

• Experience in financial services industry along with understanding of financial services products and solutions.
• A proven record of accomplishing successful sales for a duration of one year in an environment where compensation includes a base pay and additional incentives based on individual sales performance.
• Six months of experience dealing with cash transactions.
• Candidates must have completed a bachelor's degree or an associate degree in business management, business administration, or finance.

Skills:

• Adaptability
• Business Acumen
• Centering business efforts around meeting customer and client expectations is vital for long-term growth
• 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

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