Client Experience Banking Specialist

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

Benefits offered by this job

Benefits eligible

Industry-leading benefits

Job summary

Bank of America is recruiting for a role that engages clients in the lobby, educating and assisting with transactions through self-service resources such as mobile/online banking or ATM. The position emphasizes building client relationships, handling cash, and connecting clients to financial solutions while following all laws and bank guidelines.

Responsibilities include managing center traffic, outbound calls, and partnering with experts in small business, lending, and investments to meet

Qualifications

• High School Diploma / GED / Secondary School or equivalent.
• Bachelor's Degree or business-related Associate's Degree such as business management, business administration or finance.
• 1 year of demonstrated 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 to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• 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 / Secondary School or equivalent

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

Job description

Bank of America is recruiting for a role that engages clients in the lobby, educating and assisting with transactions through self-service resources such as mobile/online banking or ATM. The position emphasizes building client relationships, handling cash, and connecting clients to financial solutions while following all laws and bank guidelines.

Responsibilities include managing center traffic, outbound calls, and partnering with experts in small business, lending, and investments to meet