Client Experience Banking Specialist

Bank of America; Johnston (RI); On-site; USD 34,000 - 37,000; Full time

Job summary

Bank of America is recruiting for a client-focused role in Rhode Island to engage lobby clients, explain self-service channels, and process cash transactions accurately. You will build client relationships, understand financial goals, and connect clients to appropriate solutions.

The position emphasizes strong communication, a proactive attitude, and adherence to laws and regulations. Weekend and flexible hours may be required, with opportunities for career growth and service to the community.

Qualifications

• Experience in financial services and knowledge of financial products is beneficial.
• One year of sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

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 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 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

Bachelor's degree or business-relevant Associate's degree

Job description

Bank of America is recruiting for a client-focused role in Rhode Island to engage lobby clients, explain self-service channels, and process cash transactions accurately. You will build client relationships, understand financial goals, and connect clients to appropriate solutions.

The position emphasizes strong communication, a proactive attitude, and adherence to laws and regulations. Weekend and flexible hours may be required, with opportunities for career growth and service to the community.