Client Experience & Relationship Banker

Bank of America; Cincinnati, Northern (OH, KY); Hybrid; USD 35,000 - 52,000; Full time

Job summary

Bank of America in Cincinnati is seeking a client-facing specialist to assist customers with self-service banking and cash transactions. You will educate clients on mobile, online, and ATM tools, while building lasting relationships and guiding them toward suitable financial solutions.

The role emphasizes customer experience, adherence to regulations, and collaboration with specialists in lending, investments, and small business.

Qualifications

• Customer-centric with the ability to educate clients on self-service banking.
• Strong communication, relationship-building, and problem-solving abilities.
• Willingness to work weekends/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

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

Bachelor's Degree

Associate's Degree (business management, business administration or finance)

Job description

Bank of America in Cincinnati is seeking a client-facing specialist to assist customers with self-service banking and cash transactions. You will educate clients on mobile, online, and ATM tools, while building lasting relationships and guiding them toward suitable financial solutions.

The role emphasizes customer experience, adherence to regulations, and collaboration with specialists in lending, investments, and small business.