Client Experience Banking Specialist

National Black MBA Association; Northern (KY); Hybrid; USD 32,000 - 42,000; Full time

Job summary

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will gain deep insights into clients' financial priorities and connect them with suitable solutions to help reach their goals.

The role emphasizes in-branch collaboration, adherence to laws, and delivering a superior client experience with a focus on responsible growth.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates to build relationships and get things done.
• Passion, commitment and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients based on needs.
• Professional communication and confident client engagement.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Applies strong critical thinking and problem-solving to meet client needs.
• Follows processes and regulations in daily activities.
• Efficient time and capacity management.
• Focuses on results while acting in the best interest of the client.

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 to do what is right for clients and the bank
• Grows business knowledge and networks 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

Job description

Bank of America is seeking a client-focused associate to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will gain deep insights into clients' financial priorities and connect them with suitable solutions to help reach their goals.

The role emphasizes in-branch collaboration, adherence to laws, and delivering a superior client experience with a focus on responsible growth.