Client Experience Banking Specialist

Bank of America; Matteson (IL); On-site; USD 52,000 - 56,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will develop deep conversations to understand financial needs and connect clients with suitable solutions while adhering to bank policies.

Candidates should demonstrate strong communication, problem-solving, and time-management skills, with the ability to work weekends and travel to different centers within a reasonable distance.

Qualifications

• Requires high school diploma or equivalent.
• Experience in financial services or related sales is a plus.
• Willingness to work weekends or extended hours at multiple centers.

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

Relationship Building

Client Solutions Advisory

Client Management

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will develop deep conversations to understand financial needs and connect clients with suitable solutions while adhering to bank policies.

Candidates should demonstrate strong communication, problem-solving, and time-management skills, with the ability to work weekends and travel to different centers within a reasonable distance.