Bilingual Relationship Banker & Client Advisor

Bank of America; Adelphi (MD); On-site; USD 34,000 - 42,000; Full time

Job summary

Bank of America is seeking a Client Services Specialist to engage clients in the lobby and educate them on transactions via self-service options like mobile, online banking, or ATM. You will accurately process cash transactions and connect clients with solutions to meet their financial goals.

You will build relationships, follow compliant processes, and collaborate with experts in lending and investments, while ensuring exceptional client experiences and efficient center operations.

Qualifications

• Bilingual Spanish Required (fluent verbal and written).
• Self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Delivers an experience that improves clients’ financial lives.
• Educates clients on self-service banking platforms (ATM, online, mobile).
• Adheres to laws and regulations and follows established processes.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows processes and guidelines to act in the best interest of clients and the bank.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience and manages cash responsibilities.

Skills

Adaptability

Business Acumen

Customer and Client 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

High School Diploma / GED / Secondary School or equivalent

Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is seeking a Client Services Specialist to engage clients in the lobby and educate them on transactions via self-service options like mobile, online banking, or ATM. You will accurately process cash transactions and connect clients with solutions to meet their financial goals.

You will build relationships, follow compliant processes, and collaborate with experts in lending and investments, while ensuring exceptional client experiences and efficient center operations.