This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
Job Summary
This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Key responsibilities include having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
Matching Summary
This position is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Skills & Requirements
Must-have
Client engagement and transaction processing
Educating clients on self-service resources
Deep client conversations for financial needs
Connecting clients to financial solutions
Adhering to laws and regulations
Nice-to-have
Building strong client relationships
Driving client experience and satisfaction
Collaborating effectively with teammates
Passion and commitment to client financial lives
Key Requirements
Enthusiastic, highly motivated self-starter
Ability to learn and adapt to new information
Confident in educating clients on self-service
Strong critical thinking and problem-solving skills
Must be able to work weekends and/or extended hours