Client Experience Banking Specialist

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

Bank of America in Charlotte, NC is seeking a Customer Service Professional to engage clients in the lobby, educate and assist with self-service transactions via mobile, online banking, or ATM. You will process cash transactions accurately and connect clients to solutions for their financial goals.

Responsibilities include building relationships, following procedures, and driving a positive client experience while meeting regulatory requirements.

Qualifications

• Solid customer service and sales orientation.
• Ability to explain self-service banking options to clients.
• Strong communication and problem-solving skills.
• Ability to work weekends and/or extended hours.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions.
• Accurately processes cash transactions and supports client financial needs.
• Builds relationships to meet client financial goals and broaden Bank relationships.
• Follows processes and regulations to ensure compliance and risk controls.
• Manages center traffic, appointments, and outbound calls to support the client experience.
• Drives the client experience and supports teamwork across branches.

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

Bachelor's Degree in Business/Finance or related field

Job description

Bank of America in Charlotte, NC is seeking a Customer Service Professional to engage clients in the lobby, educate and assist with self-service transactions via mobile, online banking, or ATM. You will process cash transactions accurately and connect clients to solutions for their financial goals.

Responsibilities include building relationships, following procedures, and driving a positive client experience while meeting regulatory requirements.