Client Experience Banking Specialist

Bank of America; Riverview (FL); On-site; USD 32,000 - 46,000; Full time

Job summary

Bank of America is seeking a customer-facing banking professional to greet clients in the lobby, educate them on mobile/online banking and ATM usage, and accurately process cash transactions. You will build relationships to identify financial needs and connect clients with suitable solutions.

The role emphasizes delivering an exceptional client experience, following procedures, and collaborating with specialists in lending, investments, and small business.

Qualifications

• Requires high school diploma or equivalent.
• Strong communication and interpersonal skills for client interactions.
• Ability to learn and adapt to banking processes and self-service solutions.

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

Customer Focus

Oral Communications

Problem Solving

Relationship Building

Account Management

Client Solutions Advisory

Client Management

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma or GED

Job description

Bank of America is seeking a customer-facing banking professional to greet clients in the lobby, educate them on mobile/online banking and ATM usage, and accurately process cash transactions. You will build relationships to identify financial needs and connect clients with suitable solutions.

The role emphasizes delivering an exceptional client experience, following procedures, and collaborating with specialists in lending, investments, and small business.