Client Banking Relationship Specialist

Bank of America; Willistown Township (Chester County); On-site; USD 36,000 - 48,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby and guide them through self-service options, including mobile and online banking. You will process cash transactions, learn clients' priorities, and connect them with solutions to meet financial goals while collaborating with specialists in small business, lending, and investments.

The role emphasizes risk culture, excellent service, and flexible hours, with weekend or extended shifts as

Qualifications

• High School Diploma or GED required.
• Bachelor's degree in business, finance, or related field preferred.
• Strong communication and interpersonal skills.

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 in daily activities to do what is right for clients and the bank, adhering to all applicable 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.
• 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

Bachelor's Degree in Business/Finance

High School Diploma / GED

Job description

Bank of America in the United States is seeking a client-focused associate to engage clients in the lobby and guide them through self-service options, including mobile and online banking. You will process cash transactions, learn clients' priorities, and connect them with solutions to meet financial goals while collaborating with specialists in small business, lending, and investments.

The role emphasizes risk culture, excellent service, and flexible hours, with weekend or extended shifts as