Client Experience Banking Specialist

Bank of America; Canal Winchester (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Bank of America in the United States is seeking a client-focused team member to engage in the lobby and educate clients on self-service banking options such as ATM, online, and mobile banking. You will accurately process cash transactions and connect clients to solutions that meet their financial goals.

You will build relationships with clients, follow processes, and collaborate with experts in small business, lending, and investments to grow the client base while ensuring compliance with laws

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Able to learn new information and technology platforms.
• Comfortable teaching clients about self-service banking.
• Willing to work weekends or extended hours.

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

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America in the United States is seeking a client-focused team member to engage in the lobby and educate clients on self-service banking options such as ATM, online, and mobile banking. You will accurately process cash transactions and connect clients to solutions that meet their financial goals.

You will build relationships with clients, follow processes, and collaborate with experts in small business, lending, and investments to grow the client base while ensuring compliance with laws