Client-Centric Banking Specialist

Bank of America; Bear (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

Bank of America is seeking a personable banking professional to serve as the first contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will support self-service transactions, deepen client relationships, and ensure accurate service delivery with compliance.

Expect outbound follow-ups and consistent client care. The role requires strong sales instincts, excellent communication, and the ability to learn new platforms, with

Qualifications

• Minimum of one year sales experience in a client-centric environment.
• Self-starter with strong work ethic and results focus.
• Collaborates effectively to build and nurture relationships.
• Strong written and verbal communications skills.
• Able to obtain a notary commission within a few months of start date.
• Willing to work weekends and extended hours as needed.

Responsibilities

• Serve as first point of contact for financial center clients and uncover personal banking needs.
• Connect clients to specialists and deepen relationships through platform services.
• Assist clients with self-service transactions and educate on digital tools.
• Ensure compliance with processes, laws, and guidelines in daily activities.
• Proactively follow up with clients via outbound calls and maintain routines.

Skills

Sales experience

Client relationship building

Communication skills

Notary commission readiness

Time management

Problem solving

Technology adaptability

Education

Associate's or Bachelor's in business/finance

Tools

Microsoft Office

Job description

Bank of America is seeking a personable banking professional to serve as the first contact for financial center clients, uncovering personal banking needs and connecting them to specialists. You will support self-service transactions, deepen client relationships, and ensure accurate service delivery with compliance.

Expect outbound follow-ups and consistent client care. The role requires strong sales instincts, excellent communication, and the ability to learn new platforms, with