Client Experience Banking Specialist

ghr

Glen Burnie (MD)

On-site

USD 34,000 - 37,000

Full time

14 days+
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Benefits offered by this job

Benefits eligible
Paid time off

Job summary

Bank of America is hiring for an in-branch associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will conduct in-depth conversations to understand clients' financial goals and connect them to suitable solutions.

The role requires strong communication, relationship-building, and the ability to handle cash, with weekend and extended hours possible.

Qualifications

  • Desire to educate and assist clients in banking transactions.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong capacity to discuss financial solutions with clients and meet their goals.

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
Bachelor's Degree or business-relevant Associate’s Degree

Job description

Bank of America is hiring for an in-branch associate to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will conduct in-depth conversations to understand clients' financial goals and connect them to suitable solutions.

The role requires strong communication, relationship-building, and the ability to handle cash, with weekend and extended hours possible.

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