Client Experience Banking Specialist

National Black MBA Association; United States; On-site; USD 35,000 - 55,000; Full time

Job summary

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately and efficiently.

You will build relationships, follow compliant processes, and collaborate with experts in lending and investments to meet clients' financial goals. The role requires flexibility, including weekends or extended hours, at various centers as needed.

Qualifications

• Requires strong interpersonal skills and ability to educate clients on self-service options (ATM, online/mobile banking).
• Ability to learn and adapt to new information and technology platforms.
• Effective collaboration to meet client needs while following laws and regulations.

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 act in the clients' and bank's best interests
• 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

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma

Job description

Bank of America is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately and efficiently.

You will build relationships, follow compliant processes, and collaborate with experts in lending and investments to meet clients' financial goals. The role requires flexibility, including weekends or extended hours, at various centers as needed.