Client Experience Banking Specialist

Rhode Island Bar Assn.; Barrington, Northern (RI, KY); Hybrid; USD 34,000 - 37,000; Full time

Benefits offered by this job

Benefits eligible

Job summary

Bank of America seeks a customer-focused associate to engage clients in the lobby and educate them on self-service banking via mobile, online, or ATM channels. You will accurately process cash transactions and build relationships to connect clients with suitable financial solutions.

Responsibilities include following processes and laws, expanding knowledge with experts in small business, lending, and investments, and managing center traffic and outbound calls to enhance the client experience.

Qualifications

• Minimum education: High School Diploma, GED, or equivalent.
• Experience in financial services and knowledge of financial services industry preferred.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate's Degree in business management, business administration or finance.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America seeks a customer-focused associate to engage clients in the lobby and educate them on self-service banking via mobile, online, or ATM channels. You will accurately process cash transactions and build relationships to connect clients with suitable financial solutions.

Responsibilities include following processes and laws, expanding knowledge with experts in small business, lending, and investments, and managing center traffic and outbound calls to enhance the client experience.