Client Banking Relationship Specialist

National Black MBA Association; Memphis, Northern (TN, KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Bank of America in Memphis is seeking a client-focused team member to educate clients and assist with transactions via self-service resources (mobile, online, ATM). You will process cash transactions accurately and engage clients to understand their financial priorities and connect them with suitable solutions.

Responsibilities include building client relationships, following processes, and collaborating with experts across banking areas. Weekend/extended hours may be required.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for new and existing clients.
• Clear and confident communicator; comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies critical thinking and problem-solving to client needs.
• Adheres to established processes and laws/regulations.
• Efficient time and capacity management.
• Willing to work weekends/extended hours across locations.

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 do what's right for 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 and ensures quality service.

Skills

Adaptability

Business Acumen

Customer Focus

Oral Communications

Problem Solving

Account Management

Client Experience

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 Memphis is seeking a client-focused team member to educate clients and assist with transactions via self-service resources (mobile, online, ATM). You will process cash transactions accurately and engage clients to understand their financial priorities and connect them with suitable solutions.

Responsibilities include building client relationships, following processes, and collaborating with experts across banking areas. Weekend/extended hours may be required.