Client Experience & Relationship Banking Specialist

Bank of America

Snellville (GA)

On-site

USD 32,000 - 43,000

Full time

2 days ago
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Job summary

Bank of America is hiring a client-focused team member to engage clients in the lobby and educate them on self-service options such as mobile, online banking, and ATMs. You will process cash transactions and have in-depth conversations to understand clients’ financial goals, connecting them with suitable solutions.

The role emphasizes a strong work ethic, relationship-building, and the ability to work weekends or extended hours across a network of financial centers.

Qualifications

  • Requires enthusiastic, self-starting attitude with strong work ethic and results focus.
  • Collaborates effectively to build relationships and drive client outcomes.
  • Strong communication skills and ability to explain solutions to clients.

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 clients' and the 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 and manages cash responsibilities.

Skills

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Relationship Building
Client Experience Branding
Client Management
Client Solutions Advisory
Prospecting
Referral Identification
Referral Management

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Job description

Bank of America is hiring a client-focused team member to engage clients in the lobby and educate them on self-service options such as mobile, online banking, and ATMs. You will process cash transactions and have in-depth conversations to understand clients’ financial goals, connecting them with suitable solutions.

The role emphasizes a strong work ethic, relationship-building, and the ability to work weekends or extended hours across a network of financial centers.

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