Client Banking & Advisory Specialist

NBMBAA

Cincinnati (OH)

Hybrid

USD 21,000 - 30,000

Full time

14 days+

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Job summary

Bank of America in Cincinnati invites applications for a Client Service Representative who will engage clients in the lobby and guide them through self-service options such as mobile, online banking, or ATM. You will accurately process cash transactions and learn clients' financial priorities to connect them with suitable solutions.

We seek a proactive, client-focused professional capable of working weekends, with strong communication and collaboration skills to deliver a superior banking

Qualifications

  • Enthusiastic, highly motivated self-starter with a strong work ethic and results-focused mindset.
  • Collaborates effectively to get things done and build relationships.
  • Confident in educating clients on self-service banking channels (ATM, online, mobile).
  • Willing to work weekends and extended hours, with flexibility to travel between centers.

Responsibilities

  • Executes the bank's risk culture and strives for operational excellence.
  • Builds relationships with clients to meet financial needs.
  • Follows established processes and guidelines to protect clients and the bank, complying with laws and regulations.
  • Grows knowledge by partnering with experts in small business, lending, and investments.
  • Manages financial center traffic, appointments, and outbound calls.
  • Drives the client experience.
  • 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

Job description

Bank of America in Cincinnati invites applications for a Client Service Representative who will engage clients in the lobby and guide them through self-service options such as mobile, online banking, or ATM. You will accurately process cash transactions and learn clients' financial priorities to connect them with suitable solutions.

We seek a proactive, client-focused professional capable of working weekends, with strong communication and collaboration skills to deliver a superior banking

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