Bank of America - Spring, TX

posted 19 days ago

Full-time - Entry Level
Spring, TX
Credit Intermediation and Related Activities

About the position

The position at Bank of America involves engaging clients in the lobby to educate and assist them with transactions through self-service resources. The role focuses on building relationships with clients, understanding their financial needs, and connecting them to appropriate solutions. The job requires processing cash transactions and managing financial center traffic while adhering to established processes and guidelines.

Responsibilities

  • Engages clients in the lobby to educate and assist with transactions through self-service resources.
  • Processes cash transactions accurately and efficiently for clients as needed.
  • Builds relationships with clients to meet their financial needs.
  • Follows established processes and guidelines to ensure compliance with 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 by providing excellent service.
  • Manages cash responsibilities.

Requirements

  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
  • Ability to collaborate effectively and build strong relationships.
  • Passionate about delivering an experience that improves clients' financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Effective and confident communicator, comfortable engaging all clients.
  • Ability to learn and adapt to new information and technology platforms.
  • Confident in educating clients on conducting banking transactions through self-service technologies.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
  • Efficient time and capacity management.
  • Flexibility to work weekends and/or extended hours as needed.

Nice-to-haves

  • Experience in financial services and knowledge of the financial services industry, products, and solutions.
  • One year of successful sales experience in a salary plus incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.

Benefits

  • Competitive benefits to support physical, emotional, and financial well-being.
  • Opportunities for learning and career growth.
  • Flexible working arrangements.
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